WAS
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WESPAC Advisors SoCal’s Unity U Stock Holding History

WESPAC Advisors SoCal’s Portfolio U Stock Details U Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20,942
Closed -$410K – 111
2025
Q1 		$410K Buy
+20,942
New +$410K 0.11% 80