Merriman Wealth Management’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,102
Closed -$444K 234
2021
Q4
$444K Sell
3,102
-2,500
-45% -$358K 0.03% 153
2021
Q3
$707K Buy
+5,602
New +$707K 0.06% 117