U.S. Capital Wealth Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $696K | Sell |
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|
2025
Q2 | $808K | Buy |
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|
2025
Q1 | $652K | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.38M | Sell |
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|
2024
Q2 | $2.16M | Buy |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $2.07M | Buy |
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|
2023
Q3 | $697K | Buy |
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|
2023
Q2 | $891K | Sell |
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|
2023
Q1 | $754K | Buy |
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|
2022
Q4 | $71.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $2.12M | Buy |
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|
2021
Q4 | $2.42M | Sell |
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|
2021
Q3 | $2.44M | Buy |
|