CWM
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Copia Wealth Management’s Unity U Stock Holding History

Copia 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
2025
Q2 		$2.66K Buy
110
+104
+1,733% +$2.52K ﹤0.01% 376
2025
Q1 		$118 Hold
6
– – ﹤0.01% 443
2024
Q4 		$135 Buy
+6
New +$135 ﹤0.01% 416