Atherton Lane Advisers’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $237K | Hold |
5,500
| – | – | 0.01% | 205 |
|
|
2015
Q3 | $224K | Hold |
5,500
| – | – | 0.01% | 210 |
|
|
2015
Q2 | $236K | Hold |
5,500
| – | – | 0.01% | 209 |
|
|
2015
Q1 | $229K | Sell |
5,500
-666
| -11% | -$27.7K | 0.01% | 242 |
|
|
2014
Q4 | $250K | Buy |
6,166
+306
| +5% | +$12.4K | 0.01% | 239 |
|
|
2014
Q3 | $246K | Hold |
5,860
| – | – | 0.01% | 234 |
|
|
2014
Q2 | $266K | Hold |
5,860
| – | – | 0.01% | 235 |
|
|
2014
Q1 | $251K | Hold |
5,860
| – | – | 0.02% | 138 |
|
|
2013
Q4 | $241K | Hold |
5,860
| – | – | 0.02% | 134 |
|
|
2013
Q3 | $226K | Hold |
5,860
| – | – | 0.02% | 128 |
|
|
2013
Q2 | $237K | Buy |
+5,860
| New | +$237K | 0.02% | 125 |
|