Valeo Financial Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,940
| Closed | -$563K | – | 619 |
|
|
2021
Q4 | $563K | Buy |
+3,940
| New | +$563K | 0.03% | 276 |
|
|
2021
Q2 | – | Sell |
-176
| Closed | -$18K | – | 1630 |
|
|
2021
Q1 | $18K | Buy |
176
+56
| +47% | +$5.73K | ﹤0.01% | 1141 |
|
|
2020
Q4 | $18K | Buy |
120
+90
| +300% | +$13.5K | ﹤0.01% | 1030 |
|
|
2020
Q3 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 1322 |
|