PCS
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Personal CFO Solutions’s Unity U Stock Holding History

Personal CFO Solutions’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,536
Closed -$220K – 514
2021
Q4 		$220K Buy
+1,536
New +$220K 0.04% 414