Crewe Advisors’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 |
-1,186
| Closed | -$65.2K | – | 981 |
|
|
2024
Q2 | $65.2K | Buy |
1,186
+175
| +17% | +$9.62K | 0.01% | 328 |
|
|
2024
Q1 | $50.7K | Buy |
+1,011
| New | +$50.7K | 0.01% | 361 |
|
|
2023
Q4 | – | Sell |
-1,011
| Closed | -$49.9K | – | 684 |
|
|
2023
Q3 | $49.9K | Hold |
1,011
| – | – | 0.01% | 140 |
|
|
2023
Q2 | $52.7K | Sell |
1,011
-310
| -23% | -$16.2K | 0.01% | 263 |
|
|
2023
Q1 | $68.6K | Buy |
1,321
+6
| +0.5% | +$312 | 0.01% | 273 |
|
|
2022
Q4 | $66.2K | Buy |
+1,315
| New | +$66.2K | 0.01% | 276 |
|
|
2022
Q2 | – | Sell |
-150
| Closed | -$7K | – | 1157 |
|
|
2022
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 377 |
|
|
2021
Q4 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 331 |
|
|
2021
Q1 | – | Sell |
-115
| Closed | -$7K | – | 486 |
|
|
2020
Q4 | $7K | Buy |
115
+39
| +51% | +$2.37K | ﹤0.01% | 314 |
|
|
2020
Q3 | $5K | Buy |
+76
| New | +$5K | ﹤0.01% | 372 |
|