WFA
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WMG Financial Advisors’s Unity U Stock Holding History

WMG Financial Advisors’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
-2,220
Closed -$221K – 177
2022
Q1 		$221K Sell
2,220
-500
-18% -$49.8K 0.16% 155
2021
Q4 		$387K Buy
+2,720
New +$387K 0.3% 87