Fortitude Advisory Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,867
| Closed | -$236K | – | 236 |
|
|
2023
Q4 | $236K | Sell |
4,867
-111
| -2% | -$5.38K | 0.14% | 168 |
|
|
2023
Q3 | $246K | Buy |
4,978
+261
| +6% | +$12.9K | 0.17% | 143 |
|
|
2023
Q2 | $246K | Buy |
4,717
+16
| +0.3% | +$834 | 0.18% | 148 |
|
|
2023
Q1 | $244K | Hold |
4,701
| – | – | 0.19% | 148 |
|
|
2022
Q4 | $237K | Buy |
+4,701
| New | +$237K | 0.2% | 152 |
|
|
2022
Q3 | – | Sell |
-4,466
| Closed | -$205K | – | 212 |
|
|
2022
Q2 | $205K | Buy |
4,466
+14
| +0.3% | +$643 | 0.19% | 165 |
|
|
2022
Q1 | $203K | Buy |
4,452
+1,254
| +39% | +$57.2K | 0.11% | 188 |
|
|
2021
Q4 | $172K | Buy |
+3,198
| New | +$172K | 0.09% | 220 |
|