Heron Financial Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $250K | Sell |
4,800
-12
| -0.2% | -$626 | 0.13% | 122 |
|
|
2023
Q1 | $250K | Buy |
+4,812
| New | +$250K | 0.14% | 121 |
|
|
2022
Q1 | – | Sell |
-4,130
| Closed | -$211K | – | 157 |
|
|
2021
Q4 | $211K | Sell |
4,130
-330
| -7% | -$16.9K | 0.11% | 141 |
|
|
2021
Q3 | $242K | Buy |
4,460
+175
| +4% | +$9.5K | 0.13% | 127 |
|
|
2021
Q2 | $251K | Hold |
4,285
| – | – | 0.14% | 122 |
|
|
2021
Q1 | $239K | Hold |
4,285
| – | – | 0.15% | 123 |
|
|
2020
Q4 | $256K | Buy |
+4,285
| New | +$256K | 0.18% | 109 |
|