4WM
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4J Wealth Management’s Unity Bancorp UNTY Stock Holding History

4J Wealth Management’s Portfolio UNTY Stock Details UNTY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,063
Closed -$384K – 82
2022
Q4 		$384K Sell
14,063
-3,710
-21% -$101K 0.45% 52
2022
Q3 		$446K Buy
+17,773
New +$446K 0.57% 39