Heron Financial Group’s Unilever UL Stock Holding History

Heron Financial Group’s Portfolio UL Stock Details UL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$250K	Sell
2023 Q1	$250K	Buy
2022 Q1	–	Sell
2021 Q4	$211K	Sell
2021 Q3	$242K	Buy
2021 Q2	$251K	Hold
2021 Q1	$239K	Hold
2020 Q4	$256K	Buy