KLI
UL icon

Kelman-Lazarov Inc’s Unilever UL Stock Holding History

Kelman-Lazarov Inc’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,344
Closed -$208K – 104
2018
Q2 		$208K Sell
3,344
-178
-5% -$11.1K 0.11% 104
2018
Q1 		$220K Sell
3,522
-444
-11% -$27K 0.12% 102
2017
Q4 		$245K Buy
3,966
+33
+0.8% +$2.09K 0.13% 105
2017
Q3 		$256K Hold
3,933
– – 0.14% 103
2017
Q2 		$239K Sell
3,933
-111
-3% -$6.62K 0.13% 107
2017
Q1 		$224K Sell
4,044
-4,045
-50% -$205K 0.14% 98
2016
Q4 		$370K Sell
8,089
-355
-4% -$16.5K 0.21% 92
2016
Q3 		$454K Hold
8,444
– – 0.26% 84
2016
Q2 		$456K Hold
8,444
– – 0.26% 86
2016
Q1 		$428K Buy
+8,444
New +$411K 0.25% 92

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