Gupta Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.01M | Sell |
22,341
-3,950
| -15% | -$178K | 0.24% | 91 |
|
|
2015
Q4 | $1.13M | Sell |
26,291
-4,415
| -14% | -$190K | 0.29% | 78 |
|
|
2015
Q3 | $1.25M | Sell |
30,706
-2,968
| -9% | -$121K | 0.31% | 72 |
|
|
2015
Q2 | $1.45M | Sell |
33,674
-2,214
| -6% | -$95.1K | 0.36% | 65 |
|
|
2015
Q1 | $1.5M | Buy |
+35,888
| New | +$1.5M | 0.44% | 58 |
|