Patriot Financial Group Insurance Agency’s Unity U Stock Holding History

Patriot Financial Group Insurance Agency’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
2026 Q1	$298K	Buy
2022 Q2	–	Sell
2022 Q1	$1K	Sell
2021 Q4	$24K	Buy