Summit Securities Group’s Unity U Stock Holding History

Summit Securities Group’s Portfolio U Stock Details U Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53.8K	Buy
2025 Q2	–	Hold
2025 Q1	–	Hold
2023 Q1	–	Hold
2022 Q4	–	Sell
2022 Q3	$319K	Buy
2021 Q4	–	Hold
2021 Q3	–	Sell
2021 Q2	$214K	Buy
2021 Q1	–	Hold
2020 Q4	–	Hold