Wetzel Investment Advisors’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12
Closed -$320 827
2024
Q2
$320 Hold
12
﹤0.01% 892
2024
Q1
$281 Hold
12
﹤0.01% 1007
2023
Q4
$0 Buy
+12
New ﹤0.01% 1049