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Strategic Advocates’s Unity U Stock Holding History

Strategic Advocates’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22,518
Closed -$921K – 174
2023
Q4 		$921K Buy
22,518
+6,653
+42% +$272K 0.39% 49
2023
Q3 		$498K Buy
+15,865
New +$498K 0.23% 81