Alera Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $243K | Buy |
+3,746
| New | +$243K | 0.03% | 241 |
|
|
2023
Q4 | – | Sell |
-4,126
| Closed | -$204K | – | 175 |
|
|
2023
Q3 | $204K | Hold |
4,126
| – | – | 0.03% | 148 |
|
|
2023
Q2 | $215K | Sell |
4,126
-6
| -0.1% | -$313 | 0.05% | 159 |
|
|
2023
Q1 | $215K | Sell |
4,132
-1
| -0% | -$52 | 0.05% | 160 |
|
|
2022
Q4 | $208K | Buy |
+4,133
| New | +$208K | 0.05% | 163 |
|
|
2019
Q2 | – | Sell |
-209
| Closed | -$12K | – | 956 |
|
|
2019
Q1 | $12K | Hold |
209
| – | – | 0.01% | 429 |
|
|
2018
Q4 | $11K | Buy |
+209
| New | +$11K | 0.01% | 417 |
|