Washington Trust Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-63
| Closed | -$1.98K | – | 698 |
|
|
2023
Q3 | $1.98K | Hold |
63
| – | – | ﹤0.01% | 644 |
|
|
2023
Q2 | $2.74K | Sell |
63
-273
| -81% | -$11.9K | ﹤0.01% | 612 |
|
|
2023
Q1 | $10.9K | Buy |
336
+6
| +2% | +$195 | ﹤0.01% | 487 |
|
|
2022
Q4 | $9.44K | Sell |
330
-40
| -11% | -$1.14K | ﹤0.01% | 506 |
|
|
2022
Q3 | $12K | Sell |
370
-2
| -0.5% | -$65 | ﹤0.01% | 577 |
|
|
2022
Q2 | $14K | Hold |
372
| – | – | ﹤0.01% | 586 |
|
|
2022
Q1 | $37K | Buy |
+372
| New | +$37K | ﹤0.01% | 490 |
|