HWM
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Hemington Wealth Management’s Unity U Stock Holding History

Hemington Wealth Management’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 		$5K Buy
212
+97
+84% +$2.29K ﹤0.01% 1120
2025
Q1 		$2K Buy
115
+54
+89% +$939 ﹤0.01% 1339
2024
Q4 		$1K Buy
61
+39
+177% +$639 ﹤0.01% 1491
2024
Q3 		$0 Buy
+22
New – ﹤0.01% 1746