Impact Partnership Wealth’s Unity U Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,151	Closed	-$30.7K	–	659
2024 Q1	$30.7K	Hold	1,151	–	–	0.01%	355
2023 Q4	$47.1K	Sell	1,151 -100	-8%	-$4.09K	0.02%	334
2023 Q3	$39.3K	Buy	1,251 +1,151	+1,151%	+$36.1K	0.01%	433
2023 Q2	$4.34K	Buy	+100	New	+$4.34K	﹤0.01%	520