Wealth Effects’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,245
| Closed | -$263K | – | 208 |
|
|
2022
Q3 | $263K | Sell |
8,245
-1,215
| -13% | -$38.8K | 0.16% | 130 |
|
|
2022
Q2 | $348K | Buy |
9,460
+1,590
| +20% | +$58.5K | 0.21% | 106 |
|
|
2022
Q1 | $781K | Buy |
7,870
+2,105
| +37% | +$209K | 0.36% | 63 |
|
|
2021
Q4 | $824K | Buy |
+5,765
| New | +$824K | 0.34% | 63 |
|