TIAM2
Tru Independence Asset Management 2’s Unity U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,060
| Closed | -$204K | – | 95 |
|
|
2022
Q1 | $204K | Sell |
2,060
-220
| -10% | -$21.8K | 0.12% | 97 |
|
|
2021
Q4 | $326K | Hold |
2,280
| – | – | 0.17% | 95 |
|
|
2021
Q3 | $288K | Buy |
2,280
+280
| +14% | +$35.4K | 0.2% | 80 |
|
|
2021
Q2 | $220K | Sell |
2,000
-34,764
| -95% | -$3.82M | 0.15% | 106 |
|
|
2021
Q1 | $3.69M | Buy |
+36,764
| New | +$3.69M | 2.92% | 10 |
|