Berman Capital Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $205K | Sell |
3,789
-141
| -4% | -$7.63K | 0.03% | 261 |
|
|
2021
Q2 | $229K | Sell |
3,930
-419
| -10% | -$24.4K | 0.04% | 210 |
|
|
2021
Q1 | $242K | Sell |
4,349
-1,132
| -21% | -$63K | 0.05% | 171 |
|
|
2020
Q4 | $330K | Buy |
5,481
+5,170
| +1,662% | +$311K | 0.08% | 115 |
|
|
2020
Q3 | $19K | Buy |
311
+12
| +4% | +$733 | 0.01% | 609 |
|
|
2020
Q2 | $15K | Sell |
299
-73
| -20% | -$3.66K | ﹤0.01% | 637 |
|
|
2020
Q1 | $17K | Buy |
372
+232
| +166% | +$10.6K | 0.01% | 540 |
|
|
2019
Q4 | $8K | Buy |
140
+1
| +0.7% | +$57 | ﹤0.01% | 844 |
|
|
2019
Q3 | $8K | Hold |
139
| – | – | ﹤0.01% | 804 |
|
|
2019
Q2 | $8K | Hold |
139
| – | – | ﹤0.01% | 827 |
|
|
2019
Q1 | $8K | Hold |
139
| – | – | ﹤0.01% | 735 |
|
|
2018
Q4 | $7K | Buy |
+139
| New | +$7K | ﹤0.01% | 607 |
|