Kelly Lawrence W & Associates’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,350
| Closed | -$67K | – | 195 |
|
|
2017
Q1 | $67K | Hold |
1,350
| – | – | 0.01% | 118 |
|
|
2016
Q4 | $55K | Sell |
1,350
-1,200
| -47% | -$48.9K | 0.01% | 124 |
|
|
2016
Q3 | $121K | Hold |
2,550
| – | – | 0.03% | 106 |
|
|
2016
Q2 | $122K | Buy |
2,550
+1,350
| +113% | +$64.6K | 0.03% | 107 |
|
|
2016
Q1 | $54K | Hold |
1,200
| – | – | 0.01% | 120 |
|
|
2015
Q4 | $52K | Hold |
1,200
| – | – | 0.01% | 125 |
|
|
2015
Q3 | $49K | Buy |
+1,200
| New | +$49K | 0.01% | 115 |
|