Bay Harbor Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-80
| Closed | -$4K | – | 211 |
|
|
2021
Q3 | $4K | Sell |
80
-353
| -82% | -$17.7K | ﹤0.01% | 165 |
|
|
2021
Q2 | $25K | Sell |
433
-512
| -54% | -$29.6K | 0.01% | 152 |
|
|
2021
Q1 | $53K | Sell |
945
-315
| -25% | -$17.7K | 0.02% | 141 |
|
|
2020
Q4 | $76K | Sell |
1,260
-1,129
| -47% | -$68.1K | 0.03% | 121 |
|
|
2020
Q3 | $147K | Sell |
2,389
-1,162
| -33% | -$71.5K | 0.07% | 94 |
|
|
2020
Q2 | $195K | Buy |
3,551
+1,281
| +56% | +$70.3K | 0.1% | 92 |
|
|
2020
Q1 | $115K | Buy |
+2,270
| New | +$115K | 0.07% | 106 |
|