Rockbridge Investment Management’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-185
Closed -$18.3K 785
2022
Q1
$18.3K Hold
185
﹤0.01% 428
2021
Q4
$26K Buy
+185
New +$26K ﹤0.01% 448