Disciplined Investments’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-125
| Closed | -$6.52K | – | 1458 |
|
|
2023
Q2 | $6.52K | Hold |
125
| – | – | ﹤0.01% | 373 |
|
|
2023
Q1 | $6.49K | Hold |
125
| – | – | ﹤0.01% | 396 |
|
|
2022
Q4 | $6.29K | Sell |
125
-367
| -75% | -$18.5K | ﹤0.01% | 367 |
|
|
2022
Q3 | $22K | Buy |
492
+135
| +38% | +$6.04K | 0.01% | 306 |
|
|
2022
Q2 | $16K | Hold |
357
| – | – | 0.01% | 348 |
|
|
2022
Q1 | $16K | Sell |
357
-155
| -30% | -$6.95K | 0.01% | 357 |
|
|
2021
Q4 | $28K | Buy |
512
+387
| +310% | +$21.2K | 0.01% | 266 |
|
|
2021
Q3 | $7K | Hold |
125
| – | – | ﹤0.01% | 321 |
|
|
2021
Q2 | $7K | Hold |
125
| – | – | ﹤0.01% | 320 |
|
|
2021
Q1 | $7K | Hold |
125
| – | – | ﹤0.01% | 280 |
|
|
2020
Q4 | $8K | Hold |
125
| – | – | 0.01% | 239 |
|
|
2020
Q3 | $8K | Sell |
125
-600
| -83% | -$38.4K | 0.01% | 271 |
|
|
2020
Q2 | $40K | Hold |
725
| – | – | 0.03% | 181 |
|
|
2020
Q1 | $37K | Hold |
725
| – | – | 0.04% | 179 |
|
|
2019
Q4 | $41K | Buy |
+725
| New | +$41K | 0.03% | 179 |
|