Toth Financial Advisory’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-600
| Closed | -$16K | – | 785 |
|
|
2024
Q1 | $16K | Hold |
600
| – | – | ﹤0.01% | 407 |
|
|
2023
Q4 | $24.5K | Hold |
600
| – | – | ﹤0.01% | 362 |
|
|
2023
Q3 | $18.8K | Hold |
600
| – | – | ﹤0.01% | 377 |
|
|
2023
Q2 | $26.1K | Sell |
600
-105
| -15% | -$4.56K | ﹤0.01% | 350 |
|
|
2023
Q1 | $22.9K | Buy |
705
+105
| +18% | +$3.41K | ﹤0.01% | 367 |
|
|
2022
Q4 | $17.2K | Hold |
600
| – | – | ﹤0.01% | 390 |
|
|
2022
Q3 | $19K | Hold |
600
| – | – | ﹤0.01% | 385 |
|
|
2022
Q2 | $22K | Hold |
600
| – | – | ﹤0.01% | 363 |
|
|
2022
Q1 | $60K | Hold |
600
| – | – | 0.01% | 268 |
|
|
2021
Q4 | $86K | Hold |
600
| – | – | 0.01% | 250 |
|
|
2021
Q3 | $76K | Hold |
600
| – | – | 0.01% | 264 |
|
|
2021
Q2 | $66K | Hold |
600
| – | – | 0.01% | 261 |
|
|
2021
Q1 | $60K | Buy |
600
+250
| +71% | +$25K | 0.01% | 279 |
|
|
2020
Q4 | $54K | Buy |
350
+250
| +250% | +$38.6K | 0.01% | 255 |
|
|
2020
Q3 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 381 |
|