Clear Perspectives Financial Planning’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-210
| Closed | -$10K | – | 238 |
|
|
2022
Q2 | $10K | Hold |
210
| – | – | ﹤0.01% | 154 |
|
|
2022
Q1 | $10K | Hold |
210
| – | – | ﹤0.01% | 164 |
|
|
2021
Q4 | $11K | Hold |
210
| – | – | ﹤0.01% | 172 |
|
|
2021
Q3 | $11K | Hold |
210
| – | – | 0.01% | 159 |
|
|
2021
Q2 | $12K | Hold |
210
| – | – | 0.01% | 159 |
|
|
2021
Q1 | $12K | Hold |
210
| – | – | 0.01% | 144 |
|
|
2020
Q4 | $13K | Buy |
+210
| New | +$13K | 0.01% | 136 |
|