Foresight 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
Q4 | – | Sell |
-13,910
| Closed | -$610K | – | 94 |
|
|
2022
Q3 | $610K | Buy |
13,910
+1,257
| +10% | +$55.1K | 0.14% | 61 |
|
|
2022
Q2 | $580K | Buy |
12,653
+1,378
| +12% | +$63.2K | 0.12% | 63 |
|
|
2022
Q1 | $514K | Buy |
11,275
+3,584
| +47% | +$163K | 0.1% | 67 |
|
|
2021
Q4 | $414K | Buy |
7,691
+732
| +11% | +$39.4K | 0.01% | 85 |
|
|
2021
Q3 | $377K | Buy |
6,959
+548
| +9% | +$29.7K | 0.08% | 85 |
|
|
2021
Q2 | $375K | Buy |
6,411
+1,624
| +34% | +$95K | 0.08% | 89 |
|
|
2021
Q1 | $267K | Buy |
+4,787
| New | +$267K | 0.07% | 90 |
|