Heritage Wealth Management (Arizona)’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $214K | Buy |
4,250
+2,085
| +96% | +$105K | 0.03% | 324 |
|
|
2022
Q3 | $95K | Buy |
2,165
+180
| +9% | +$7.9K | 0.03% | 330 |
|
|
2022
Q2 | $91K | Buy |
1,985
+16
| +0.8% | +$733 | 0.03% | 346 |
|
|
2022
Q1 | $90K | Buy |
+1,969
| New | +$90K | 0.02% | 382 |
|
|
2021
Q3 | $438K | Buy |
8,076
+2,277
| +39% | +$123K | 0.16% | 105 |
|
|
2021
Q2 | $339K | Buy |
+5,799
| New | +$339K | 0.13% | 130 |
|