Palo Alto Wealth Advisors’s Unity U Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-22,700	Closed	-$736K	–	43
2023 Q1	$736K	Hold	22,700	–	–	0.59%	23
2022 Q4	$649K	Buy	+22,700	New	+$649K	0.55%	25