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USCA RIA’s Unity U Stock Holding History

USCA RIA’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		$2.23M Buy
20,270
+5,740
+40% +$630K 0.14% 203
2021
Q1 		$1.46M Sell
14,530
-920
-6% -$92.3K 0.1% 259
2020
Q4 		$2.37M Sell
15,450
-4,530
-23% -$695K 0.17% 131
2020
Q3 		$1.74M Buy
+19,980
New +$1.74M 0.14% 152