V Wealth Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,819
| Closed | -$214K | – | 410 |
|
|
2022
Q2 | $214K | Buy |
5,819
+499
| +9% | +$18.4K | 0.04% | 378 |
|
|
2022
Q1 | $528K | Hold |
5,320
| – | – | 0.08% | 236 |
|
|
2021
Q4 | $761K | Sell |
5,320
-1,940
| -27% | -$278K | 0.11% | 182 |
|
|
2021
Q3 | $917K | Hold |
7,260
| – | – | 0.14% | 160 |
|
|
2021
Q2 | $797K | Buy |
+7,260
| New | +$797K | 0.13% | 185 |
|