TFC Financial Management’s Ubiquiti UI Stock Holding History

TFC Financial Management’s Portfolio UI Stock Details UI 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	$3.16K	Hold
2025 Q4	$2.21K	Hold
2025 Q3	$2.64K	Hold
2025 Q2	$1.65K	Hold
2025 Q1	$1.24K	Hold
2024 Q4	$1.33K	Hold
2024 Q3	$887	Buy
2024 Q2	$437	Hold
2024 Q1	$348	Hold
2023 Q4	$419	Buy