B. Riley 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 | $128K | Buy |
10,103
+3,785
| +60% | +$47.9K | 0.15% | 42 |
|
|
2022
Q1 | $288K | Sell |
6,318
-231
| -4% | -$10.5K | 0.02% | 463 |
|
|
2021
Q4 | $352K | Sell |
6,549
-2,055
| -24% | -$110K | 0.02% | 430 |
|
|
2021
Q3 | $466K | Buy |
+8,604
| New | +$466K | 0.04% | 351 |
|
|
2020
Q3 | – | Sell |
-5,284
| Closed | -$290K | – | 521 |
|
|
2020
Q2 | $290K | Buy |
+5,284
| New | +$290K | 0.03% | 307 |
|
|
2015
Q3 | – | Sell |
-150
| Closed | -$6K | – | 711 |
|
|
2015
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 837 |
|
|
2015
Q1 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 836 |
|