Jackson Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-44,733
| Closed | -$14K | – | 124 |
|
|
2021
Q3 | $14K | Buy |
44,733
+1,334
| +3% | +$417 | 0.17% | 64 |
|
|
2021
Q2 | $2.54M | Buy |
43,399
+597
| +1% | +$34.9K | 0.32% | 75 |
|
|
2021
Q1 | $2.39M | Buy |
42,802
+711
| +2% | +$39.7K | 0.36% | 76 |
|
|
2020
Q4 | $2.54M | Buy |
42,091
+214
| +0.5% | +$12.9K | 0.35% | 68 |
|
|
2020
Q3 | $2.58M | Buy |
41,877
+2,532
| +6% | +$156K | 0.39% | 60 |
|
|
2020
Q2 | $2.16M | Buy |
39,345
+2,120
| +6% | +$116K | 0.38% | 60 |
|
|
2020
Q1 | $1.94M | Sell |
37,225
-4,232
| -10% | -$221K | 0.41% | 50 |
|
|
2019
Q4 | $2.46M | Sell |
41,457
-6,576
| -14% | -$390K | 0.41% | 68 |
|
|
2019
Q3 | $2.85M | Buy |
48,033
+7,735
| +19% | +$459K | 0.6% | 49 |
|
|
2019
Q2 | $2.55M | Buy |
40,298
+384
| +1% | +$24.3K | 0.55% | 51 |
|
|
2019
Q1 | $2.3M | Buy |
39,914
+1,092
| +3% | +$63K | 0.56% | 51 |
|
|
2018
Q4 | $2.01M | Sell |
38,822
-423
| -1% | -$21.9K | 0.6% | 43 |
|
|
2018
Q3 | $2.16M | Buy |
39,245
+1,060
| +3% | +$58.3K | 0.45% | 53 |
|
|
2018
Q2 | $2.16M | Sell |
38,185
-184
| -0.5% | -$10.4K | 0.5% | 53 |
|
|
2018
Q1 | $2.16M | Sell |
38,369
-3,928
| -9% | -$222K | 0.6% | 47 |
|
|
2017
Q4 | $2.33M | Sell |
42,297
-57,703
| -58% | -$3.18M | 0.59% | 47 |
|
|
2017
Q3 | $5.79M | Buy |
+100,000
| New | +$5.79M | 1.57% | 15 |
|