Tradition Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Sell |
|
|||||
|
2025
Q1 | $292K | Sell |
|
|||||
|
2024
Q4 | $393K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $8K | Hold |
|
|||||
|
2022
Q2 | $9K | Sell |
|
|||||
|
2022
Q1 | $32K | Hold |
|
|||||
|
2021
Q4 | $46K | Hold |
|
|||||
|
2021
Q3 | $41K | Buy |
|
|||||
|
2021
Q2 | $27K | Hold |
|
|||||
|
2021
Q1 | $25K | Hold |
|
|||||
|
2020
Q4 | $38K | Buy |
|