Tradition Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Sell |
14,792
-114
| -0.8% | -$2.76K | 0.03% | 316 |
|
|
2025
Q1 | $292K | Sell |
14,906
-2,605
| -15% | -$51K | 0.03% | 336 |
|
|
2024
Q4 | $393K | Buy |
+17,511
| New | +$393K | 0.03% | 282 |
|
|
2022
Q4 | – | Sell |
-250
| Closed | -$8K | – | 1214 |
|
|
2022
Q3 | $8K | Hold |
250
| – | – | ﹤0.01% | 987 |
|
|
2022
Q2 | $9K | Sell |
250
-75
| -23% | -$2.7K | ﹤0.01% | 854 |
|
|
2022
Q1 | $32K | Hold |
325
| – | – | ﹤0.01% | 613 |
|
|
2021
Q4 | $46K | Hold |
325
| – | – | 0.01% | 548 |
|
|
2021
Q3 | $41K | Buy |
325
+75
| +30% | +$9.46K | 0.01% | 558 |
|
|
2021
Q2 | $27K | Hold |
250
| – | – | ﹤0.01% | 689 |
|
|
2021
Q1 | $25K | Hold |
250
| – | – | ﹤0.01% | 591 |
|
|
2020
Q4 | $38K | Buy |
+250
| New | +$38K | 0.01% | 463 |
|