WealthPLAN Partners’s Unity U Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-15	Closed	-$651	–	1102
2023 Q2	$651	Hold	15	–	–	﹤0.01%	1164
2023 Q1	$487	Buy	+15	New	+$487	﹤0.01%	1252