Walkner Condon Financial Advisors’s Unity U Stock Holding History

Walkner Condon Financial Advisors’s Portfolio U Stock Details U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$1.39M	Buy
2023 Q4	$2.12M	Sell
2023 Q3	$1.63M	Buy
2023 Q2	$2.25M	Buy
2023 Q1	$1.68M	Buy
2022 Q4	$1.48M	Buy
2022 Q3	$1.65M	Buy
2022 Q2	$1.91M	Buy
2022 Q1	$5.03M	Buy