Selective Wealth Management’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-78
Closed -$2K 675
2022
Q3
$2K Hold
78
﹤0.01% 692
2022
Q2
$3K Sell
78
-22
-22% -$846 ﹤0.01% 680
2022
Q1
$10K Buy
+100
New +$10K ﹤0.01% 538