Insight Wealth Strategies’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,973
| Closed | -$333K | – | 235 |
|
|
2021
Q1 | $333K | Sell |
5,973
-745
| -11% | -$41.5K | 0.04% | 170 |
|
|
2020
Q4 | $406K | Sell |
6,718
-589
| -8% | -$35.6K | 0.07% | 130 |
|
|
2020
Q3 | $451K | Sell |
7,307
-382
| -5% | -$23.6K | 0.08% | 111 |
|
|
2020
Q2 | $422K | Buy |
7,689
+190
| +3% | +$10.4K | 0.09% | 98 |
|
|
2020
Q1 | $379K | Buy |
7,499
+504
| +7% | +$25.5K | 0.1% | 97 |
|
|
2019
Q4 | $400K | Buy |
6,995
+1,483
| +27% | +$84.8K | 0.08% | 151 |
|
|
2019
Q3 | $331K | Buy |
5,512
+902
| +20% | +$54.2K | 0.08% | 146 |
|
|
2019
Q2 | $286K | Buy |
4,610
+695
| +18% | +$43.1K | 0.07% | 138 |
|
|
2019
Q1 | $226K | Buy |
+3,915
| New | +$226K | 0.06% | 127 |
|