Evolution Wealth Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-925
| Closed | -$50K | – | 601 |
|
|
2021
Q3 | $50K | Buy |
+925
| New | +$50K | 0.01% | 213 |
|
|
2021
Q2 | – | Sell |
-206
| Closed | -$12K | – | 674 |
|
|
2021
Q1 | $12K | Buy |
+206
| New | +$12K | ﹤0.01% | 389 |
|
|
2020
Q1 | – | Sell |
-166
| Closed | -$9K | – | 633 |
|
|
2019
Q4 | $9K | Buy |
+166
| New | +$9K | ﹤0.01% | 324 |
|