DFPG Investments’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$770K Sell
15,824
-397
-2% -$19.3K 0.06% 294
2023
Q3
$787K Buy
16,221
+7,635
+89% +$371K 0.07% 245
2023
Q2
$453K Buy
8,586
+752
+10% +$39.7K 0.04% 400
2023
Q1
$407K Buy
7,834
+2,142
+38% +$111K 0.04% 378
2022
Q4
$290K Buy
+5,692
New +$290K 0.05% 358