Activest Wealth Management’s Unity U Stock Holding History

Activest Wealth Management’s Portfolio U Stock Details U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$24	Sell
2025 Q1	$313	Buy
2024 Q4	$22	Buy
2022 Q4	–	Sell
2022 Q3	$4K	Hold
2022 Q2	$5K	Buy
2022 Q1	$5K	Buy