Provenance Wealth Advisors’s Unity U Stock Holding History

Provenance 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 Q2	–	Sell
2025 Q1	$255	Hold
2024 Q4	$292	Hold
2024 Q3	$294	Hold
2024 Q2	$211	Hold
2024 Q1	$347	Hold
2023 Q4	$532	Buy
2023 Q3	$377	Buy