Hobart Private Capital’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-3,580
| Closed | -$209K | – | 128 |
|
2021
Q2 | $209K | Sell |
3,580
-239
| -6% | -$14K | 0.09% | 127 |
|
2021
Q1 | $213K | Sell |
3,819
-1,404
| -27% | -$78.4K | 0.09% | 130 |
|
2020
Q4 | $315K | Sell |
5,223
-2,099
| -29% | -$127K | 0.14% | 118 |
|
2020
Q3 | $452K | Sell |
7,322
-6,586
| -47% | -$406K | 0.23% | 93 |
|
2020
Q2 | $763K | Buy |
13,908
+3,230
| +30% | +$177K | 0.43% | 54 |
|
2020
Q1 | $540K | Buy |
+10,678
| New | +$540K | 0.37% | 65 |
|