Angeles Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,135
| Closed | -$352K | – | 206 |
|
|
2023
Q3 | $352K | Sell |
7,135
-1,440
| -17% | -$71.1K | 0.03% | 120 |
|
|
2023
Q2 | $447K | Hold |
8,575
| – | – | 0.04% | 76 |
|
|
2023
Q1 | $445K | Buy |
8,575
+3,328
| +63% | +$173K | 0.04% | 67 |
|
|
2022
Q4 | $264K | Buy |
+5,247
| New | +$264K | 0.02% | 94 |
|
|
2022
Q3 | – | Sell |
-4,915
| Closed | -$225K | – | 111 |
|
|
2022
Q2 | $225K | Hold |
4,915
| – | – | 0.02% | 98 |
|
|
2022
Q1 | $224K | Sell |
4,915
-362
| -7% | -$16.5K | 0.02% | 111 |
|
|
2021
Q4 | $284K | Buy |
5,277
+189
| +4% | +$10.2K | 0.01% | 179 |
|
|
2021
Q3 | $276K | Buy |
+5,088
| New | +$276K | 0.02% | 175 |
|