BDO Wealth Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $383K | Sell |
7,341
-9
| -0.1% | -$469 | 0.04% | 196 |
|
|
2023
Q1 | $382K | Buy |
7,350
+247
| +3% | +$12.8K | 0.05% | 187 |
|
|
2022
Q4 | $358K | Buy |
7,103
+543
| +8% | +$27.3K | 0.04% | 202 |
|
|
2022
Q3 | $288K | Buy |
6,560
+452
| +7% | +$19.8K | 0.04% | 215 |
|
|
2022
Q2 | $280K | Buy |
6,108
+106
| +2% | +$4.86K | 0.03% | 219 |
|
|
2022
Q1 | $274K | Buy |
6,002
+537
| +10% | +$24.5K | 0.03% | 228 |
|
|
2021
Q4 | $294K | Sell |
5,465
-949
| -15% | -$51.1K | 0.03% | 235 |
|
|
2021
Q3 | $348K | Buy |
6,414
+38
| +0.6% | +$2.06K | 0.04% | 217 |
|
|
2021
Q2 | $373K | Buy |
6,376
+276
| +5% | +$16.1K | 0.04% | 220 |
|
|
2021
Q1 | $341K | Buy |
6,100
+198
| +3% | +$11.1K | 0.04% | 218 |
|
|
2020
Q4 | $356K | Buy |
+5,902
| New | +$356K | 0.05% | 175 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$5K | – | 954 |
|
|
2020
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 568 |
|
|
2020
Q1 | $5K | Sell |
100
-343
| -77% | -$17.2K | ﹤0.01% | 607 |
|
|
2019
Q4 | $25K | Buy |
443
+70
| +19% | +$3.95K | 0.01% | 370 |
|
|
2019
Q3 | $22K | Hold |
373
| – | – | 0.01% | 389 |
|
|
2019
Q2 | $23K | Hold |
373
| – | – | 0.01% | 380 |
|
|
2019
Q1 | $22K | Hold |
373
| – | – | 0.01% | 367 |
|
|
2018
Q4 | $19K | Sell |
373
-300
| -45% | -$15.3K | 0.01% | 354 |
|
|
2018
Q3 | $37K | Hold |
673
| – | – | 0.01% | 324 |
|
|
2018
Q2 | $37K | Buy |
+673
| New | +$37K | 0.01% | 325 |
|
|
2018
Q1 | – | Sell |
-22
| Closed | -$1K | – | 618 |
|
|
2017
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 475 |
|