Graves Light Lenhart Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,042
| Closed | -$94K | – | 574 |
|
|
2022
Q2 | $94K | Sell |
2,042
-79
| -4% | -$3.64K | 0.01% | 241 |
|
|
2022
Q1 | $97K | Sell |
2,121
-1,042
| -33% | -$47.7K | 0.01% | 272 |
|
|
2021
Q4 | $170K | Buy |
3,163
+510
| +19% | +$27.4K | 0.02% | 209 |
|
|
2021
Q3 | $144K | Sell |
2,653
-98
| -4% | -$5.32K | 0.02% | 218 |
|
|
2021
Q2 | $161K | Buy |
2,751
+72
| +3% | +$4.21K | 0.03% | 201 |
|
|
2021
Q1 | $150K | Hold |
2,679
| – | – | 0.03% | 207 |
|
|
2020
Q4 | $162K | Buy |
+2,679
| New | +$162K | 0.03% | 192 |
|