Wealth Enhancement Advisory Services’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-113,068
| Closed | -$2.21M | – | 3445 |
|
|
2025
Q1 | $2.21M | Buy |
+113,068
| New | +$2.21M | ﹤0.01% | 1191 |
|
|
2024
Q3 | – | Sell |
-14,234
| Closed | -$231K | – | 2748 |
|
|
2024
Q2 | $231K | Buy |
14,234
+5,128
| +56% | +$83.4K | ﹤0.01% | 2178 |
|
|
2024
Q1 | $243K | Sell |
9,106
-615
| -6% | -$16.4K | ﹤0.01% | 2057 |
|
|
2023
Q4 | $397K | Sell |
9,721
-5,243
| -35% | -$214K | ﹤0.01% | 1646 |
|
|
2023
Q3 | $470K | Buy |
+14,964
| New | +$470K | ﹤0.01% | 1461 |
|