Elefante Mark B’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $777K | Buy |
14,160
+1,395
| +11% | +$76.5K | 2.63% | 18 |
|
|
2020
Q1 | $646K | Buy |
12,765
+910
| +8% | +$46.1K | 2.82% | 15 |
|
|
2019
Q4 | $678K | Sell |
11,855
-400
| -3% | -$22.9K | 2.46% | 19 |
|
|
2019
Q3 | $736K | Buy |
12,255
+203
| +2% | +$12.2K | 2.89% | 15 |
|
|
2019
Q2 | $746K | Buy |
12,052
+150
| +1% | +$9.29K | 2.89% | 16 |
|
|
2019
Q1 | $687K | Sell |
11,902
-1,423
| -11% | -$82.1K | 3% | 15 |
|
|
2018
Q4 | $697K | Buy |
13,325
+500
| +4% | +$26.2K | 3.34% | 15 |
|
|
2018
Q3 | $705K | Buy |
12,825
+1,050
| +9% | +$57.7K | 2.82% | 15 |
|
|
2018
Q2 | $651K | Buy |
11,775
+225
| +2% | +$12.4K | 3.11% | 12 |
|
|
2018
Q1 | $642K | Sell |
11,550
-230
| -2% | -$12.8K | 3.22% | 13 |
|
|
2017
Q4 | $653K | Buy |
11,780
+3,260
| +38% | +$181K | 3.11% | 16 |
|
|
2017
Q3 | $494K | Buy |
8,520
+225
| +3% | +$13K | 3.6% | 14 |
|
|
2017
Q2 | $449K | Buy |
8,295
+1,075
| +15% | +$58.2K | 3.64% | 15 |
|
|
2017
Q1 | $355K | Buy |
7,220
+1,755
| +32% | +$86.3K | 3.22% | 19 |
|
|
2016
Q4 | $223K | Buy |
5,465
+610
| +13% | +$24.9K | 2.69% | 20 |
|
|
2016
Q3 | $230K | Buy |
4,855
+390
| +9% | +$18.5K | 3.71% | 16 |
|
|
2016
Q2 | $215K | Buy |
+4,465
| New | +$215K | 3.24% | 19 |
|