Kelly Financial Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-300
| Closed | -$16.5K | – | 724 |
|
|
2024
Q2 | $16.5K | Buy |
300
+40
| +15% | +$2.2K | 0.01% | 357 |
|
|
2024
Q1 | $13K | Buy |
260
+2
| +0.8% | +$100 | 0.01% | 384 |
|
|
2023
Q4 | $12.5K | Buy |
258
+2
| +0.8% | +$97 | 0.01% | 364 |
|
|
2023
Q3 | $12.6K | Buy |
256
+119
| +87% | +$5.87K | 0.01% | 340 |
|
|
2023
Q2 | $7.16K | Buy |
137
+116
| +552% | +$6.06K | ﹤0.01% | 401 |
|
|
2023
Q1 | $1.1K | Sell |
21
-56
| -73% | -$2.93K | ﹤0.01% | 580 |
|
|
2022
Q4 | $3.88K | Hold |
77
| – | – | ﹤0.01% | 437 |
|
|
2022
Q3 | $3.37K | Hold |
77
| – | – | ﹤0.01% | 446 |
|
|
2022
Q2 | $3.51K | Buy |
77
+1
| +1% | +$46 | ﹤0.01% | 442 |
|
|
2022
Q1 | $3.48K | Hold |
76
| – | – | ﹤0.01% | 468 |
|
|
2021
Q4 | $4.1K | Buy |
76
+56
| +280% | +$3.02K | ﹤0.01% | 469 |
|
|
2021
Q3 | $1.08K | Sell |
20
-1,139
| -98% | -$61.7K | ﹤0.01% | 566 |
|
|
2021
Q2 | $20K | Buy |
1,159
+1,139
| +5,695% | +$19.7K | ﹤0.01% | 553 |
|
|
2021
Q1 | $1.1K | Buy |
20
+1
| +5% | +$55 | ﹤0.01% | 544 |
|
|
2020
Q4 | $1.18K | Hold |
19
| – | – | ﹤0.01% | 505 |
|
|
2020
Q3 | $1.19K | Hold |
19
| – | – | ﹤0.01% | 478 |
|
|
2020
Q2 | $1.05K | Hold |
19
| – | – | ﹤0.01% | 496 |
|
|
2020
Q1 | $962 | Buy |
+19
| New | +$962 | ﹤0.01% | 466 |
|