Investment Research & Advisory Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20,461
| Closed | -$1.1M | – | 199 |
|
|
2021
Q4 | $1.1M | Sell |
20,461
-3,392
| -14% | -$183K | 0.67% | 35 |
|
|
2021
Q3 | $1.3M | Buy |
23,853
+697
| +3% | +$37.9K | 0.85% | 32 |
|
|
2021
Q2 | $1.36M | Buy |
23,156
+104
| +0.5% | +$6.09K | 0.89% | 32 |
|
|
2021
Q1 | $1.29M | Buy |
23,052
+36
| +0.2% | +$2.01K | 0.95% | 32 |
|
|
2020
Q4 | $1.39M | Buy |
23,016
+21,627
| +1,557% | +$1.31M | 1.03% | 31 |
|
|
2020
Q3 | $86K | Hold |
1,389
| – | – | 0.07% | 76 |
|
|
2020
Q2 | $76K | Hold |
1,389
| – | – | 0.07% | 81 |
|
|
2020
Q1 | $70K | Hold |
1,389
| – | – | 0.06% | 75 |
|
|
2019
Q4 | $79K | Buy |
+1,389
| New | +$79K | 0.07% | 81 |
|