CWA
Canvas Wealth Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,884
| Closed | -$209K | – | 164 |
|
|
2021
Q4 | $209K | Buy |
3,884
+193
| +5% | +$10.4K | 0.08% | 127 |
|
|
2021
Q3 | $200K | Hold |
3,691
| – | – | 0.08% | 117 |
|
|
2021
Q2 | $216K | Hold |
3,691
| – | – | 0.1% | 112 |
|
|
2021
Q1 | $210K | Buy |
+3,691
| New | +$210K | 0.12% | 108 |
|