Financial Synergies Wealth Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-34
| Closed | -$1.71K | – | 557 |
|
|
2023
Q4 | $1.71K | Buy |
+34
| New | +$1.71K | ﹤0.01% | 259 |
|
|
2023
Q3 | – | Sell |
-34
| Closed | -$1.77K | – | 522 |
|
|
2023
Q2 | $1.77K | Hold |
34
| – | – | ﹤0.01% | 302 |
|
|
2023
Q1 | $1.77K | Hold |
34
| – | – | ﹤0.01% | 308 |
|
|
2022
Q4 | $1.71K | Hold |
34
| – | – | ﹤0.01% | 259 |
|
|
2022
Q3 | $1.49K | Hold |
34
| – | – | ﹤0.01% | 248 |
|
|
2022
Q2 | $1.56K | Buy |
+34
| New | +$1.56K | ﹤0.01% | 266 |
|