King Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-11,835
| Closed | -$494K | – | 98 |
|
|
2015
Q1 | $494K | Hold |
11,835
| – | – | 0.24% | 68 |
|
|
2014
Q4 | $480K | Hold |
11,835
| – | – | 0.21% | 75 |
|
|
2014
Q3 | $496K | Buy |
11,835
+1,600
| +16% | +$67.1K | 0.23% | 72 |
|
|
2014
Q2 | $464K | Hold |
10,235
| – | – | 0.2% | 77 |
|
|
2014
Q1 | $438K | Hold |
10,235
| – | – | 0.2% | 76 |
|
|
2013
Q4 | $422K | Hold |
10,235
| – | – | 0.19% | 86 |
|
|
2013
Q3 | $395K | Hold |
10,235
| – | – | 0.17% | 99 |
|
|
2013
Q2 | $414K | Buy |
+10,235
| New | +$414K | 0.17% | 86 |
|