First Trust Direct Indexing’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.04M | Sell |
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|
2024
Q2 | $2.6M | Sell |
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|
2024
Q1 | $2.65M | Sell |
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|
2023
Q4 | $2.78M | Buy |
|
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|
2023
Q3 | $2.52M | Buy |
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|
2023
Q2 | $2.61M | Sell |
|
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|
2023
Q1 | $2.66M | Buy |
|
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|
2022
Q4 | $2.52M | Buy |
|
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|
2022
Q3 | $1.9M | Buy |
|
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $1.55M | Buy |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | $1.3M | Sell |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $679K | Sell |
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|
2020
Q4 | $798K | Buy |
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