Kestra Private Wealth Services’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,565
Closed -$254K 1015
2022
Q1
$254K Buy
2,565
+743
+41% +$73.6K 0.01% 801
2021
Q4
$261K Buy
+1,822
New +$261K 0.01% 826