Money Concepts Capital’s Unity U Stock Holding History

Money Concepts Capital’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
2024 Q1	–	Sell
2023 Q4	$13.7M	Buy
2023 Q3	$8.69M	Buy
2023 Q2	$10.8M	Buy
2023 Q1	–	Sell
2022 Q4	$159K	Buy
2022 Q3	$170K	Buy
2022 Q2	$197K	Buy
2022 Q1	$516K	Buy
2021 Q4	$679K	Buy