Arbor Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-277
| Closed | -$17K | – | 188 |
|
|
2019
Q2 | $17K | Hold |
277
| – | – | 0.01% | 118 |
|
|
2019
Q1 | $16K | Hold |
277
| – | – | 0.01% | 119 |
|
|
2018
Q4 | $14K | Buy |
+277
| New | +$14K | 0.01% | 109 |
|
|
2017
Q2 | – | Sell |
-4,506
| Closed | -$237K | – | 64 |
|
|
2017
Q1 | $237K | Buy |
+4,506
| New | +$237K | 0.21% | 59 |
|
|
2016
Q3 | – | Sell |
-4,506
| Closed | -$209K | – | 75 |
|
|
2016
Q2 | $209K | Hold |
4,506
| – | – | 0.2% | 66 |
|
|
2016
Q1 | $206K | Hold |
4,506
| – | – | 0.21% | 67 |
|
|
2015
Q4 | $192K | Buy |
+4,506
| New | +$192K | 0.21% | 76 |
|