Sugarloaf Wealth Management’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-100
Closed -$13K 781
2021
Q3
$13K Sell
100
-300
-75% -$39K ﹤0.01% 489
2021
Q2
$44K Buy
400
+100
+33% +$11K 0.01% 289
2021
Q1
$30 Buy
+300
New +$30 0.01% 347