DWM
UCFI

Dakota Wealth Management’s CN Healthy Food Tech Group UCFI Stock Holding History

Dakota Wealth Management’s Portfolio UCFI Stock Details UCFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,775
Closed -$111K – 801
2025
Q2 		$111K Hold
10,775
– – ﹤0.01% 752
2025
Q1 		$113K Hold
10,775
– – ﹤0.01% 737
2024
Q4 		$111K Hold
10,775
– – ﹤0.01% 734
2024
Q3 		$110K Hold
10,775
– – ﹤0.01% 714
2024
Q2 		$108K Buy
+10,775
New +$108K ﹤0.01% 700

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