Tyler-Stone Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,100
| Closed | -$17.9K | – | 846 |
|
|
2024
Q2 | $17.9K | Sell |
1,100
-1,860
| -63% | -$30.2K | 0.01% | 530 |
|
|
2024
Q1 | $79K | Sell |
2,960
-280
| -9% | -$7.48K | 0.04% | 304 |
|
|
2023
Q4 | $132K | Sell |
3,240
-800
| -20% | -$32.7K | 0.07% | 225 |
|
|
2023
Q3 | $127K | Hold |
4,040
| – | – | 0.07% | 213 |
|
|
2023
Q2 | $175K | Buy |
+4,040
| New | +$175K | 0.1% | 178 |
|
|
2022
Q4 | $108K | Hold |
3,790
| – | – | 0.07% | 225 |
|
|
2022
Q3 | $121K | Buy |
3,790
+600
| +19% | +$19.2K | 0.09% | 190 |
|
|
2022
Q2 | $117K | Buy |
3,190
+920
| +41% | +$33.7K | 0.08% | 215 |
|
|
2022
Q1 | $225K | Buy |
+2,270
| New | +$225K | 0.12% | 154 |
|