Golden State Wealth Management’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.37K Sell
98
-75
-43% -$1.82K ﹤0.01% 1331
2025
Q1
$3.39K Hold
173
﹤0.01% 1241
2024
Q4
$3.89K Buy
+173
New +$3.89K ﹤0.01% 1159