WA
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Wealth Architects’s Unity U Stock Holding History

Wealth Architects’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,630
Closed -$261K – 209
2022
Q1 		$261K Buy
+2,630
New +$261K 0.04% 163