Principal Securities’s Unity U Stock Holding History

Principal Securities’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
2025 Q3	$122K	Buy
2025 Q2	$54.8K	Buy
2025 Q1	$32K	Hold
2024 Q4	$32K	Buy
2024 Q3	$21.4K	Buy
2024 Q2	$11.2K	Buy
2024 Q1	$13.9K	Sell
2023 Q4	$36.6K	Buy