Chicago Partners Investment Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-691
| Closed | -$37K | – | 888 |
|
|
2018
Q3 | $37K | Buy |
691
+6
| +0.9% | +$321 | 0.01% | 572 |
|
|
2018
Q2 | $38K | Buy |
685
+6
| +0.9% | +$333 | 0.01% | 538 |
|
|
2018
Q1 | $38K | Buy |
679
+6
| +0.9% | +$336 | 0.01% | 497 |
|
|
2017
Q4 | $37K | Buy |
673
+4
| +0.6% | +$220 | 0.01% | 500 |
|
|
2017
Q3 | $39K | Sell |
669
-650
| -49% | -$37.9K | 0.01% | 473 |
|
|
2017
Q2 | $63K | Buy |
+1,319
| New | +$63K | 0.02% | 346 |
|
|
2017
Q1 | – | Sell |
-300
| Closed | -$12K | – | 601 |
|
|
2016
Q4 | $12K | Sell |
300
-3,100
| -91% | -$124K | ﹤0.01% | 420 |
|
|
2016
Q3 | $161K | Buy |
+3,400
| New | +$161K | 0.06% | 190 |
|