Eads & Heald Wealth Management’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-6,944
Closed -$388K 138
2021
Q1
$388K Buy
6,944
+235
+4% +$13.1K 0.2% 116
2020
Q4
$405K Buy
+6,709
New +$405K 0.22% 109