True Wealth Design’s Ubiquiti UI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.6K Buy
38
+6
+19% +$2.47K 0.01% 450
2025
Q1
$9.93K Sell
32
-7
-18% -$2.17K ﹤0.01% 477
2024
Q4
$12.9K Sell
39
-6
-13% -$1.99K 0.01% 384
2024
Q3
$9.98K Sell
45
-5,394
-99% -$1.2M ﹤0.01% 423
2024
Q2
$792K Buy
+5,439
New +$792K 0.2% 86