Evelyn V. Moreno’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $777K | Buy |
16,034
+270
| +2% | +$13.1K | 0.37% | 60 |
|
|
2023
Q3 | $779K | Buy |
+15,764
| New | +$779K | 0.17% | 69 |
|
|
2023
Q2 | – | Sell |
-5,271
| Closed | -$274K | – | 129 |
|
|
2023
Q1 | $274K | Sell |
5,271
-731
| -12% | -$38K | 0.06% | 96 |
|
|
2022
Q4 | $302K | Buy |
+6,002
| New | +$302K | 0.07% | 131 |
|
|
2022
Q3 | – | Sell |
-6,002
| Closed | -$275K | – | 157 |
|
|
2022
Q2 | $275K | Buy |
6,002
+300
| +5% | +$13.7K | 0.06% | 128 |
|
|
2022
Q1 | $260K | Buy |
+5,702
| New | +$260K | 0.05% | 92 |
|