ERTS Wealth Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,451
| Closed | -$213K | – | 81 |
|
|
2020
Q3 | $213K | Sell |
3,451
-670
| -16% | -$41.4K | 0.08% | 70 |
|
|
2020
Q2 | $226K | Sell |
4,121
-354
| -8% | -$19.4K | 0.09% | 70 |
|
|
2020
Q1 | $226K | Sell |
4,475
-2,150
| -32% | -$109K | 0.11% | 71 |
|
|
2019
Q4 | $379K | Hold |
6,625
| – | – | 0.17% | 55 |
|
|
2019
Q3 | $398K | Sell |
6,625
-1,395
| -17% | -$83.8K | 0.2% | 49 |
|
|
2019
Q2 | $497K | Hold |
8,020
| – | – | 0.27% | 48 |
|
|
2019
Q1 | $463K | Buy |
8,020
+805
| +11% | +$46.5K | 0.28% | 48 |
|
|
2018
Q4 | $377K | Buy |
+7,215
| New | +$377K | 0.27% | 49 |
|