Physician Wealth Advisors’s Unity U Stock Holding History

Physician Wealth Advisors’s Portfolio U Stock Details U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.64K	Hold
2025 Q2	$2.2K	Buy
2025 Q1	$902	Buy