Essex Investment Management’s United-Guardian UG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$56.1K	Sell	7,013 -82	-1%	-$656	0.01%	239
2025 Q1	$63.8K	Sell	7,095 -9	-0.1%	-$81	0.01%	235
2024 Q4	$67.9K	Sell	7,104 -821	-10%	-$7.85K	0.01%	237
2024 Q3	$126K	Buy	+7,925	New	+$126K	0.02%	220