Benjamin F. Edwards & Company’s Unity U Stock Holding History

Benjamin F. Edwards & Company’s Portfolio U Stock Details U Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$824K	Buy
2024 Q1	$28K	Buy
2023 Q4	$2K	Sell
2023 Q3	$2K	Buy
2022 Q2	–	Sell
2022 Q1	$10K	Hold
2021 Q4	$14K	Sell
2021 Q3	$51K	Buy
2021 Q2	$11K	Buy