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Coppell Advisory Solutions’s Unity U Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-531
Closed -$12K – 1761
2024
Q4 		$12K Hold
531
– – ﹤0.01% 1043
2024
Q3 		$12K Hold
531
– – ﹤0.01% 1025
2024
Q2 		$8.63K Buy
+531
New +$8.63K ﹤0.01% 1057
2023
Q4 		$21.9K Buy
+536
New +$21.9K ﹤0.01% 706