IAG Wealth Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-400
| Closed | -$19.4K | – | 476 |
|
|
2023
Q4 | $19.4K | Hold |
400
| – | – | ﹤0.01% | 233 |
|
|
2023
Q3 | $19.8K | Hold |
400
| – | – | 0.01% | 227 |
|
|
2023
Q2 | $20.9K | Hold |
400
| – | – | 0.01% | 237 |
|
|
2023
Q1 | $20.8K | Hold |
400
| – | – | 0.01% | 225 |
|
|
2022
Q4 | $20.1K | Hold |
400
| – | – | 0.01% | 218 |
|
|
2022
Q3 | $18K | Hold |
400
| – | – | 0.01% | 215 |
|
|
2022
Q2 | $18K | Hold |
400
| – | – | 0.01% | 217 |
|
|
2022
Q1 | $18K | Hold |
400
| – | – | 0.01% | 238 |
|
|
2021
Q4 | $22K | Hold |
400
| – | – | 0.01% | 217 |
|
|
2021
Q3 | $22K | Hold |
400
| – | – | 0.01% | 193 |
|
|
2021
Q2 | $24K | Hold |
400
| – | – | 0.01% | 179 |
|
|
2021
Q1 | $23K | Hold |
400
| – | – | 0.01% | 172 |
|
|
2020
Q4 | $25K | Buy |
+400
| New | +$25K | 0.01% | 150 |
|