Crestwood Advisors Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-48,755
| Closed | -$2.47M | – | 246 |
|
|
2020
Q1 | $2.47M | Sell |
48,755
-5,374
| -10% | -$272K | 0.12% | 100 |
|
|
2019
Q4 | $3.1M | Sell |
54,129
-1,839
| -3% | -$105K | 0.12% | 102 |
|
|
2019
Q3 | $3.36M | Buy |
55,968
+1,191
| +2% | +$71.6K | 0.15% | 99 |
|
|
2019
Q2 | $3.4M | Buy |
+54,777
| New | +$3.4M | 0.15% | 97 |
|