FormulaFolio Investments’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,373
| Closed | -$204K | – | 788 |
|
|
2020
Q4 | $204K | Buy |
+3,373
| New | +$204K | ﹤0.01% | 631 |
|
|
2020
Q3 | – | Sell |
-3,971
| Closed | -$218K | – | 339 |
|
|
2020
Q2 | $218K | Sell |
3,971
-925
| -19% | -$50.8K | 0.01% | 268 |
|
|
2020
Q1 | $248K | Sell |
4,896
-190
| -4% | -$9.62K | 0.01% | 243 |
|
|
2019
Q4 | $291K | Hold |
5,086
| – | – | 0.01% | 310 |
|
|
2019
Q3 | $306K | Sell |
5,086
-62
| -1% | -$3.73K | 0.01% | 280 |
|
|
2019
Q2 | $319K | Buy |
5,148
+658
| +15% | +$40.8K | 0.01% | 265 |
|
|
2019
Q1 | $259K | Buy |
+4,490
| New | +$259K | 0.01% | 283 |
|