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TLWM Financial’s Unity U Stock Holding History

TLWM Financial’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,103
Closed -$504K – 70
2022
Q1 		$504K Buy
+5,103
New +$504K 0.18% 55