Certified Advisory Corp’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 |
-21,848
| Closed | -$136K | – | 317 |
|
|
2023
Q3 | $136K | Buy |
+21,848
| New | +$136K | 0.02% | 234 |
|
|
2021
Q2 | – | Sell |
-1,960
| Closed | -$109K | – | 705 |
|
|
2021
Q1 | $109K | Buy |
+1,960
| New | +$109K | 0.03% | 245 |
|
|
2020
Q2 | $100K | Buy |
1,816
+206
| +13% | +$11.3K | 0.03% | 230 |
|
|
2020
Q1 | $81K | Buy |
1,610
+135
| +9% | +$6.79K | 0.03% | 231 |
|
|
2019
Q4 | $84K | Buy |
1,475
+3
| +0.2% | +$171 | 0.03% | 250 |
|
|
2019
Q3 | $88K | Buy |
1,472
+3
| +0.2% | +$179 | 0.03% | 251 |
|
|
2019
Q2 | $91K | Buy |
1,469
+3
| +0.2% | +$186 | 0.03% | 245 |
|
|
2019
Q1 | $85K | Buy |
1,466
+4
| +0.3% | +$232 | 0.04% | 234 |
|
|
2018
Q4 | $76K | Buy |
1,462
+3
| +0.2% | +$156 | 0.04% | 226 |
|
|
2018
Q3 | $80K | Buy |
1,459
+4
| +0.3% | +$219 | 0.04% | 231 |
|
|
2018
Q2 | $80K | Buy |
1,455
+4
| +0.3% | +$220 | 0.04% | 220 |
|
|
2018
Q1 | $80K | Buy |
1,451
+3
| +0.2% | +$165 | 0.05% | 218 |
|
|
2017
Q4 | $80K | Buy |
+1,448
| New | +$80K | 0.06% | 179 |
|