True Wealth Design’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509 | Sell |
21
-728
| -97% | -$17.6K | ﹤0.01% | 1734 |
|
|
2025
Q1 | $14.7K | Buy |
749
+748
| +74,800% | +$14.7K | 0.01% | 398 |
|
|
2024
Q4 | $23 | Hold |
1
| – | – | ﹤0.01% | 1340 |
|
|
2024
Q3 | $23 | Sell |
1
-7
| -88% | -$161 | ﹤0.01% | 1267 |
|
|
2024
Q2 | $131 | Buy |
8
+1
| +14% | +$16 | ﹤0.01% | 763 |
|
|
2024
Q1 | $187 | Buy |
7
+3
| +75% | +$80 | ﹤0.01% | 742 |
|
|
2023
Q4 | $164 | Buy |
4
+2
| +100% | +$82 | ﹤0.01% | 703 |
|
|
2023
Q3 | $63 | Buy |
+2
| New | +$63 | ﹤0.01% | 739 |
|