Impact Partnership Wealth’s Unity U Stock Holding History

Impact Partnership Wealth’s Portfolio U Stock Details U Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$241K	Buy
2024 Q2	–	Sell
2024 Q1	$30.7K	Hold
2023 Q4	$47.1K	Sell
2023 Q3	$39.3K	Buy
2023 Q2	$4.34K	Buy