Clearstead Trust’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-400
| Closed | -$22K | – | 435 |
|
|
2024
Q2 | $22K | Hold |
400
| – | – | 0.01% | 305 |
|
|
2024
Q1 | $20.1K | Hold |
400
| – | – | 0.01% | 310 |
|
|
2023
Q4 | $19.4K | Hold |
400
| – | – | 0.01% | 293 |
|
|
2023
Q3 | $19.8K | Buy |
+400
| New | +$19.8K | 0.01% | 281 |
|
|
2023
Q1 | – | Sell |
-70
| Closed | -$4K | – | 401 |
|
|
2022
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 345 |
|
|
2022
Q3 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 341 |
|