BWM
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BT Wealth Management’s Unity U Stock Holding History

BT Wealth Management’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,500
Closed -$384K – 74
2020
Q4 		$384K Buy
+2,500
New +$384K 0.14% 36