Adams Chetwood Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,016
| Closed | -$218K | – | 78 |
|
|
2021
Q3 | $218K | Hold |
4,016
| – | – | 0.16% | 74 |
|
|
2021
Q2 | $235K | Hold |
4,016
| – | – | 0.17% | 73 |
|
|
2021
Q1 | $224K | Hold |
4,016
| – | – | 0.17% | 72 |
|
|
2020
Q4 | $242K | Hold |
4,016
| – | – | 0.2% | 72 |
|
|
2020
Q3 | $248K | Hold |
4,016
| – | – | 0.24% | 66 |
|
|
2020
Q2 | $220K | Hold |
4,016
| – | – | 0.22% | 67 |
|
|
2020
Q1 | $208K | Hold |
4,016
| – | – | 0.24% | 68 |
|
|
2019
Q4 | $230K | Buy |
+4,016
| New | +$230K | 0.24% | 64 |
|