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Bellwether Advisors’s Unity U Stock Holding History

Bellwether Advisors’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5
Closed -$162 – 438
2023
Q1 		$162 Buy
+5
New +$162 ﹤0.01% 429
2022
Q4 		– Hold
0
– – – 592