Private Wealth Management Group’s Unity U Stock Holding History

Private Wealth Management Group’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	$12.5K	Hold
2025 Q2	$7.55K	Sell
2025 Q1	$6.13K	Hold
2024 Q4	$7.03K	Buy
2024 Q3	$6.45K	Buy
2024 Q2	$4.46K	Buy
2024 Q1	$3.31K	Sell
2023 Q4	$6.17K	Buy