United Capital Financial Advisors’s Unity U Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$226K	Buy	+9,330	New	+$226K	﹤0.01%	1007
2025 Q1	–	Sell	-8,983	Closed	-$202K	–	1103
2024 Q4	$202K	Buy	+8,983	New	+$202K	﹤0.01%	1012