Curated Wealth Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,730
| Closed | -$309K | – | 162 |
|
|
2022
Q1 | $309K | Hold |
5,730
| – | – | 0.1% | 107 |
|
|
2021
Q4 | $309K | Sell |
5,730
-971
| -14% | -$52.4K | 0.1% | 110 |
|
|
2021
Q3 | $363K | Sell |
6,701
-489
| -7% | -$26.5K | 0.2% | 99 |
|
|
2021
Q2 | $421K | Buy |
7,190
+916
| +15% | +$53.6K | 0.23% | 83 |
|
|
2021
Q1 | $350K | Sell |
6,274
-220
| -3% | -$12.3K | 0.22% | 96 |
|
|
2020
Q4 | $392K | Buy |
+6,494
| New | +$392K | 0.25% | 80 |
|