Walkner Condon Financial Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-52,034
| Closed | -$1.39M | – | 272 |
|
|
2024
Q1 | $1.39M | Buy |
52,034
+93
| +0.2% | +$2.48K | 0.29% | 78 |
|
|
2023
Q4 | $2.12M | Sell |
51,941
-60
| -0.1% | -$2.45K | 0.48% | 56 |
|
|
2023
Q3 | $1.63M | Buy |
52,001
+128
| +0.2% | +$4.02K | 0.43% | 62 |
|
|
2023
Q2 | $2.25M | Buy |
51,873
+46
| +0.1% | +$2K | 0.6% | 41 |
|
|
2023
Q1 | $1.68M | Buy |
51,827
+36
| +0.1% | +$1.17K | 0.47% | 49 |
|
|
2022
Q4 | $1.48M | Buy |
51,791
+28
| +0.1% | +$801 | 0.44% | 56 |
|
|
2022
Q3 | $1.65M | Buy |
51,763
+12
| +0% | +$382 | 0.53% | 44 |
|
|
2022
Q2 | $1.91M | Buy |
51,751
+1,049
| +2% | +$38.6K | 0.6% | 39 |
|
|
2022
Q1 | $5.03M | Buy |
+50,702
| New | +$5.03M | 1.43% | 17 |
|