FWM
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ForthRight Wealth Management’s Unilever UL Stock Holding History

ForthRight Wealth Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-153
Closed -$10K – 168
2020
Q4 		$10K Buy
+153
New +$10.4K 0.01% 126

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ForthRight Wealth Management's UL Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Unilever (UL) in Q1 2021, closing a stake of 153 shares — an estimated $10K sold.

ForthRight Wealth Management first reported a position in UL in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 1,032 funds tracked by Wall St. Rank hold UL as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Unilever position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 153 Unilever shares in Q1 2021, an estimated $10K.
  • ForthRight Wealth Management first reported a position in Unilever in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Unilever position peaked at $10K in Q4 2020.
  • 1,032 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.