SWRP
UNIT

Summit Wealth & Retirement Planning’s Uniti Group UNIT Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio UNIT Stock Details UNIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-12,072
Closed -$115K – 131
2019
Q2 		$115K Sell
12,072
-500
-4% -$4.76K 0.07% 130
2019
Q1 		$141K Sell
12,572
-20,784
-62% -$233K 0.08% 129
2018
Q4 		$519K Buy
+33,356
New +$519K 0.39% 61