Estate Counselors’s Ubiquiti UI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,842
Closed -$3.36M 122
2025
Q1
$3.36M Buy
10,842
+132
+1% +$40.9K 0.35% 44
2024
Q4
$3.55M Buy
+10,710
New +$3.55M 0.38% 35