Confluence Wealth Services’s Unity U Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-42	Closed	-$6K	–	1091
2021 Q4	$6K	Buy	+42	New	+$6K	﹤0.01%	1033