HOWA
UL icon

Heritage Oak Wealth Advisors’s Unilever UL Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,819
Closed -$443K – 178
2024
Q3 		$443K Buy
+6,819
New +$443K 0.2% 72