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Capital Asset Advisory Services’s Unilever UL Stock Holding History

Capital Asset Advisory Services’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-752
Closed -$51K – 1461
2020
Q4 		$51K Buy
+752
New +$51K 0.01% 615

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Capital Asset Advisory Services's UL Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Unilever (UL) in Q1 2021, closing a stake of 752 shares — an estimated $51K sold.

Capital Asset Advisory Services first reported a position in UL in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 1,032 funds tracked by Wall St. Rank hold UL as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Unilever position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 752 Unilever shares in Q1 2021, an estimated $51K.
  • Capital Asset Advisory Services first reported a position in Unilever in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Unilever position peaked at $51K in Q4 2020.
  • 1,032 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.