Independent Advisor Alliance’s Unity U Stock Holding History

Independent Advisor Alliance’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
2025 Q3	$232K	Buy
2024 Q1	–	Sell
2023 Q4	$211K	Buy
2023 Q3	–	Sell
2023 Q2	$298K	Sell
2023 Q1	$248K	Buy
2022 Q2	–	Sell
2022 Q1	$236K	Buy
2021 Q4	$299K	Buy