Altium Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $904K | Buy |
19,733
+5,819
| +42% | +$267K | 0.07% | 171 |
|
|
2022
Q1 | $634K | Buy |
13,914
+5,053
| +57% | +$230K | 0.04% | 226 |
|
|
2021
Q4 | $477K | Buy |
+8,861
| New | +$477K | 0.03% | 263 |
|
|
2021
Q1 | – | Sell |
-5,880
| Closed | -$355K | – | 389 |
|
|
2020
Q4 | $355K | Buy |
+5,880
| New | +$355K | 0.03% | 259 |
|