Fortem Financial Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-27,465
| Closed | -$1.25M | – | 199 |
|
|
2022
Q1 | $1.25M | Buy |
27,465
+15,745
| +134% | +$718K | 0.55% | 78 |
|
|
2021
Q4 | $630K | Sell |
11,720
-3,276
| -22% | -$176K | 0.29% | 106 |
|
|
2021
Q3 | $813K | Buy |
14,996
+369
| +3% | +$20K | 0.41% | 88 |
|
|
2021
Q2 | $856K | Buy |
14,627
+2,236
| +18% | +$131K | 0.43% | 85 |
|
|
2021
Q1 | $692K | Sell |
12,391
-4,106
| -25% | -$229K | 0.4% | 84 |
|
|
2020
Q4 | $996K | Buy |
+16,497
| New | +$996K | 0.6% | 62 |
|