Girard Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,389
| Closed | -$131K | – | 796 |
|
|
2018
Q3 | $131K | Buy |
+2,389
| New | +$131K | 0.02% | 291 |
|
|
2018
Q2 | – | Sell |
-4,166
| Closed | -$231K | – | 273 |
|
|
2018
Q1 | $231K | Hold |
4,166
| – | – | 0.05% | 216 |
|
|
2017
Q4 | $231K | Buy |
4,166
+38
| +0.9% | +$2.11K | 0.04% | 241 |
|
|
2017
Q3 | $239K | Buy |
+4,128
| New | +$239K | 0.05% | 224 |
|