GFPC
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Global Financial Private Client’s Unity U Stock Holding History

Global Financial Private Client’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 		– Sell
-30
Closed -$588 – 1504
2025
Q1 		$588 Buy
30
+23
+329% +$451 ﹤0.01% 1222
2024
Q4 		$157 Buy
+7
New +$157 ﹤0.01% 1358