Financial Network Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-5,089
| Closed | -$274K | – | 119 |
|
2021
Q4 | $274K | Sell |
5,089
-2,065
| -29% | -$111K | 0.14% | 88 |
|
2021
Q3 | $388K | Sell |
7,154
-400
| -5% | -$21.7K | 0.22% | 59 |
|
2021
Q2 | $442K | Sell |
7,554
-46
| -0.6% | -$2.69K | 0.26% | 51 |
|
2021
Q1 | $424K | Sell |
7,600
-755
| -9% | -$42.1K | 0.28% | 48 |
|
2020
Q4 | $504K | Buy |
+8,355
| New | +$504K | 0.4% | 37 |
|