FDW
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Fourth Dimension Wealth’s Unity U Stock Holding History

Fourth Dimension Wealth’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
Q2 		$1.89K Sell
78
-60
-43% -$1.45K ﹤0.01% 534
2025
Q1 		$2.7K Hold
138
– – ﹤0.01% 533
2024
Q4 		$3.1K Buy
+138
New +$3.1K ﹤0.01% 529