Clear Perspective Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $350K | Sell |
6,504
-450
| -6% | -$24.2K | 0.11% | 127 |
|
|
2021
Q3 | $377K | Sell |
6,954
-350
| -5% | -$19K | 0.13% | 108 |
|
|
2021
Q2 | $427K | Sell |
7,304
-1,249
| -15% | -$73K | 0.15% | 102 |
|
|
2021
Q1 | $478K | Buy |
8,553
+843
| +11% | +$47.1K | 0.19% | 87 |
|
|
2020
Q4 | $465K | Sell |
7,710
-1,706
| -18% | -$103K | 0.19% | 93 |
|
|
2020
Q3 | $506 | Sell |
9,416
-250
| -3% | -$13 | 0.24% | 78 |
|
|
2020
Q2 | $530K | Sell |
9,666
-583
| -6% | -$32K | 0.29% | 64 |
|
|
2020
Q1 | $518K | Buy |
10,249
+65
| +0.6% | +$3.29K | 0.35% | 60 |
|
|
2019
Q4 | $582K | Sell |
10,184
-10,284
| -50% | -$588K | 0.36% | 66 |
|
|
2019
Q3 | $1.25M | Buy |
20,468
+10,234
| +100% | +$625K | 0.57% | 38 |
|
|
2019
Q2 | $634K | Sell |
10,234
-1,000
| -9% | -$62K | 0.41% | 64 |
|
|
2019
Q1 | $644K | Sell |
11,234
-7,720
| -41% | -$443K | 0.46% | 60 |
|
|
2018
Q4 | $990K | Hold |
18,954
| – | – | 0.82% | 31 |
|
|
2018
Q3 | $1.04M | Sell |
18,954
-1,166
| -6% | -$64.1K | 0.77% | 33 |
|
|
2018
Q2 | $1.11M | Sell |
20,120
-600
| -3% | -$33.2K | 0.78% | 26 |
|
|
2018
Q1 | $1.15M | Sell |
20,720
-1,265
| -6% | -$70.3K | 0.86% | 25 |
|
|
2017
Q4 | $1.22M | Sell |
21,985
-525
| -2% | -$29.1K | 0.93% | 24 |
|
|
2017
Q3 | $1.31M | Sell |
22,510
-1,640
| -7% | -$95.1K | 1.07% | 19 |
|
|
2017
Q2 | $1.31M | Sell |
24,150
-800
| -3% | -$43.3K | 1.1% | 22 |
|
|
2017
Q1 | $1.23M | Sell |
24,950
-50
| -0.2% | -$2.47K | 0.81% | 28 |
|
|
2016
Q4 | $1.02M | Buy |
+25,000
| New | +$1.02M | 0.68% | 33 |
|