TD Private Client Wealth’s Unity U Stock Holding History

TD Private Client Wealth’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
2025 Q3	$1.76K	Buy
2025 Q2	$726	Buy
2025 Q1	$137	Buy
2023 Q1	–	Sell
2022 Q4	$372	Buy
2022 Q2	–	Sell
2022 Q1	$5.85K	Buy