Triad Wealth Partners’s Unity U Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-44	Closed	-$715	–	847
2024 Q2	$715	Buy	+44	New	+$715	﹤0.01%	905