AFIA
America First Investment Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-268,785
| Closed | -$14.6M | – | 82 |
|
|
2021
Q3 | $14.6M | Sell |
268,785
-1,350
| -0.5% | -$73.2K | 4.43% | 12 |
|
|
2021
Q2 | $15.8M | Buy |
270,135
+24,684
| +10% | +$1.44M | 4.63% | 12 |
|
|
2021
Q1 | $13.7M | Sell |
245,451
-3,199
| -1% | -$179K | 4.16% | 15 |
|
|
2020
Q4 | $15M | Sell |
248,650
-10,463
| -4% | -$632K | 4.54% | 12 |
|
|
2020
Q3 | $16M | Sell |
259,113
-4,773
| -2% | -$294K | 5.1% | 8 |
|
|
2020
Q2 | $14.5M | Sell |
263,886
-1,154
| -0.4% | -$63.3K | 4.59% | 9 |
|
|
2020
Q1 | $13.4M | Sell |
265,040
-2,431
| -0.9% | -$123K | 4.86% | 8 |
|
|
2019
Q4 | $15.3M | Buy |
267,471
+186
| +0.1% | +$10.6K | 4.49% | 15 |
|
|
2019
Q3 | $16.1M | Buy |
267,285
+1,330
| +0.5% | +$79.9K | 4.84% | 10 |
|
|
2019
Q2 | $16.5M | Sell |
265,955
-3,036
| -1% | -$188K | 5.01% | 8 |
|
|
2019
Q1 | $15.5M | Sell |
268,991
-2,731
| -1% | -$158K | 4.76% | 8 |
|
|
2018
Q4 | $14.2M | Buy |
271,722
+817
| +0.3% | +$42.7K | 4.75% | 8 |
|
|
2018
Q3 | $14.9M | Sell |
270,905
-4,194
| -2% | -$231K | 4.7% | 11 |
|
|
2018
Q2 | $15.2M | Buy |
275,099
+10,396
| +4% | +$575K | 4.95% | 7 |
|
|
2018
Q1 | $14.7M | Buy |
264,703
+3,030
| +1% | +$168K | 5.44% | 3 |
|
|
2017
Q4 | $14.5M | Buy |
261,673
+9,931
| +4% | +$550K | 4.95% | 10 |
|
|
2017
Q3 | $14.6M | Sell |
251,742
-3,594
| -1% | -$208K | 5.25% | 3 |
|
|
2017
Q2 | $13.8M | Buy |
255,336
+2,826
| +1% | +$153K | 5.15% | 3 |
|
|
2017
Q1 | $12.5M | Buy |
252,510
+5,422
| +2% | +$268K | 4.67% | 7 |
|
|
2016
Q4 | $10.1M | Buy |
247,088
+18,188
| +8% | +$740K | 4.1% | 14 |
|
|
2016
Q3 | $10.9M | Buy |
228,900
+6,927
| +3% | +$328K | 4.57% | 7 |
|
|
2016
Q2 | $10.6M | Sell |
221,973
-912
| -0.4% | -$43.7K | 4.44% | 7 |
|
|
2016
Q1 | $10.1M | Buy |
222,885
+1,158
| +0.5% | +$52.3K | 4.45% | 7 |
|
|
2015
Q4 | $9.56M | Buy |
221,727
+1,265
| +0.6% | +$54.5K | 4.29% | 7 |
|
|
2015
Q3 | $8.99M | Buy |
220,462
+1,941
| +0.9% | +$79.2K | 4.22% | 8 |
|
|
2015
Q2 | $9.39M | Buy |
218,521
+596
| +0.3% | +$25.6K | 4.11% | 9 |
|
|
2015
Q1 | $9.09M | Buy |
217,925
+2,293
| +1% | +$95.6K | 3.9% | 12 |
|
|
2014
Q4 | $8.73M | Buy |
215,632
+12,973
| +6% | +$525K | 3.7% | 13 |
|
|
2014
Q3 | $8.49M | Buy |
202,659
+673
| +0.3% | +$28.2K | 3.82% | 9 |
|
|
2014
Q2 | $9.15M | Buy |
201,986
+3,210
| +2% | +$145K | 4.09% | 8 |
|
|
2014
Q1 | $8.5M | Buy |
198,776
+2,543
| +1% | +$109K | 4.01% | 7 |
|
|
2013
Q4 | $8.09M | Sell |
196,233
-1,159
| -0.6% | -$47.8K | 3.78% | 11 |
|
|
2013
Q3 | $7.62M | Buy |
197,392
+11,529
| +6% | +$445K | 3.81% | 9 |
|
|
2013
Q2 | $7.52M | Buy |
+185,863
| New | +$7.52M | 3.98% | 8 |
|