Elmwood Wealth Management’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
-1,006
Closed -$144K 305
2021
Q4
$144K Buy
+1,006
New +$144K 0.07% 132
2021
Q2
$110K Hold
1,006
0.06% 135
2021
Q1
$101K Buy
+1,006
New +$101K 0.06% 129