WAS
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Winch Advisory Services’s Unity U Stock Holding History

Winch Advisory Services’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-32
Closed -$5K – 472
2020
Q4 		$5K Hold
32
– – ﹤0.01% 307
2020
Q3 		$3K Buy
+32
New +$3K ﹤0.01% 313