Western Pacific Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-758
| Closed | -$21.7K | – | 314 |
|
|
2022
Q4 | $21.7K | Buy |
758
+223
| +42% | +$6.38K | 0.02% | 175 |
|
|
2022
Q3 | $17K | Buy |
535
+521
| +3,721% | +$16.6K | 0.02% | 177 |
|
|
2022
Q2 | $0 | Buy |
14
+2
| +17% | – | ﹤0.01% | 220 |
|
|
2022
Q1 | $1K | Buy |
12
+3
| +33% | +$250 | ﹤0.01% | 217 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 222 |
|