Bison Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,837
| Closed | -$270K | – | 496 |
|
|
2021
Q1 | $270K | Sell |
4,837
-2,713
| -36% | -$151K | 0.12% | 194 |
|
|
2020
Q4 | $456K | Buy |
7,550
+4,015
| +114% | +$242K | 0.21% | 115 |
|
|
2020
Q3 | $218K | Buy |
+3,535
| New | +$218K | 0.13% | 168 |
|
|
2020
Q1 | – | Sell |
-3,825
| Closed | -$219K | – | 394 |
|
|
2019
Q4 | $219K | Buy |
3,825
+445
| +13% | +$25.5K | 0.1% | 216 |
|
|
2019
Q3 | $203K | Hold |
3,380
| – | – | 0.11% | 213 |
|
|
2019
Q2 | $209K | Buy |
+3,380
| New | +$209K | 0.12% | 209 |
|