Cedar Brook Financial Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,826
| Closed | -$288K | – | 432 |
|
|
2023
Q3 | $288K | Sell |
5,826
-637
| -10% | -$31.5K | 0.08% | 265 |
|
|
2023
Q2 | $337K | Buy |
6,463
+66
| +1% | +$3.44K | 0.08% | 256 |
|
|
2023
Q1 | $332K | Buy |
6,397
+473
| +8% | +$24.6K | 0.09% | 249 |
|
|
2022
Q4 | $298K | Buy |
5,924
+1,153
| +24% | +$58.1K | 0.08% | 268 |
|
|
2022
Q3 | $209K | Buy |
+4,771
| New | +$209K | 0.07% | 320 |
|
|
2022
Q1 | – | Sell |
-3,891
| Closed | -$209K | – | 396 |
|
|
2021
Q4 | $209K | Buy |
+3,891
| New | +$209K | 0.05% | 352 |
|
|
2021
Q3 | – | Sell |
-3,688
| Closed | -$216K | – | 378 |
|
|
2021
Q2 | $216K | Buy |
+3,688
| New | +$216K | 0.06% | 345 |
|