Bell Rock Capital’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-572
| Closed | -$30K | – | 469 |
|
|
2018
Q4 | $30K | Buy |
572
+2
| +0.4% | +$105 | 0.02% | 265 |
|
|
2018
Q3 | $31K | Hold |
570
| – | – | 0.02% | 277 |
|
|
2018
Q2 | $32K | Hold |
570
| – | – | 0.02% | 281 |
|
|
2018
Q1 | $32K | Hold |
570
| – | – | 0.02% | 277 |
|
|
2017
Q4 | $32K | Hold |
570
| – | – | 0.02% | 270 |
|
|
2017
Q3 | $33K | Hold |
570
| – | – | 0.02% | 262 |
|
|
2017
Q2 | $31K | Sell |
570
-679
| -54% | -$36.9K | 0.02% | 260 |
|
|
2017
Q1 | $62K | Buy |
1,249
+150
| +14% | +$7.45K | 0.06% | 172 |
|
|
2016
Q4 | $45K | Buy |
+1,099
| New | +$45K | 0.05% | 189 |
|