Mark Sheptoff Financial Planning’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	-150	Closed	-$15K	–	432
2022 Q1	$15K	Sell	150 -150	-50%	-$15K	0.01%	266
2021 Q4	$43K	Buy	+300	New	+$43K	0.02%	189