Burt Wealth Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-117
| Closed | -$8K | – | 349 |
|
|
2020
Q4 | $8K | Hold |
117
| – | – | ﹤0.01% | 295 |
|
|
2020
Q3 | $8K | Hold |
117
| – | – | ﹤0.01% | 295 |
|
|
2020
Q2 | $7K | Hold |
117
| – | – | ﹤0.01% | 285 |
|
|
2020
Q1 | $7K | Hold |
117
| – | – | ﹤0.01% | 292 |
|
|
2019
Q4 | $8K | Hold |
117
| – | – | ﹤0.01% | 283 |
|
|
2019
Q3 | $8K | Hold |
117
| – | – | ﹤0.01% | 285 |
|
|
2019
Q2 | $8K | Hold |
117
| – | – | ﹤0.01% | 282 |
|
|
2019
Q1 | $8K | Hold |
117
| – | – | ﹤0.01% | 287 |
|
|
2018
Q4 | $7K | Hold |
117
| – | – | ﹤0.01% | 294 |
|
|
2018
Q3 | $7K | Hold |
117
| – | – | ﹤0.01% | 311 |
|
|
2018
Q2 | $7K | Hold |
117
| – | – | ﹤0.01% | 301 |
|
|
2018
Q1 | $7K | Hold |
117
| – | – | ﹤0.01% | 303 |
|
|
2017
Q4 | $7K | Buy |
117
+37
| +46% | +$2.35K | ﹤0.01% | 293 |
|
|
2017
Q3 | $5K | Sell |
80
-400
| -83% | -$25.7K | ﹤0.01% | 300 |
|
|
2017
Q2 | $29K | Hold |
480
| – | – | 0.02% | 230 |
|
|
2017
Q1 | $27K | Hold |
480
| – | – | 0.02% | 213 |
|
|
2016
Q4 | $22K | Hold |
480
| – | – | 0.02% | 226 |
|
|
2016
Q3 | $25K | Hold |
480
| – | – | 0.03% | 206 |
|
|
2016
Q2 | $25K | Sell |
480
-10
| -2% | -$513 | 0.03% | 198 |
|
|
2016
Q1 | $25K | Buy |
490
+10
| +2% | +$487 | 0.02% | 225 |
|
|
2015
Q4 | $23K | Hold |
480
| – | – | 0.02% | 195 |
|
|
2015
Q3 | $22K | Hold |
480
| – | – | 0.03% | 178 |
|
|
2015
Q2 | $23K | Hold |
480
| – | – | 0.03% | 189 |
|
|
2015
Q1 | $24K | Hold |
480
| – | – | 0.02% | 179 |
|
|
2014
Q4 | $22K | Buy |
+480
| New | +$22K | 0.02% | 186 |
|
Other funds holding UL
GRQ
FMI
