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Optimist Retirement Group’s Ubiquiti UI Stock Holding History

Optimist Retirement Group’s Portfolio UI Stock Details UI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$344K Buy
836
+61
+8% +$25.1K 0.17% 70
2025
Q1 		$240K Buy
775
+154
+25% +$47.8K 0.12% 92
2024
Q4 		$206K Buy
+621
New +$206K 0.1% 116