Pinnacle Private Wealth’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$220K Sell
5,966
-541
-8% -$20K 0.09% 244
2022
Q1
$646K Buy
6,507
+137
+2% +$13.6K 0.2% 115
2021
Q4
$911K Buy
+6,370
New +$911K 0.29% 83