KMS Financial Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.16M | Buy |
27,616
+2,124
| +8% | +$89K | 0.16% | 144 |
|
|
2014
Q2 | $1.16M | Buy |
25,492
+3,004
| +13% | +$136K | 0.17% | 140 |
|
|
2014
Q1 | $962K | Buy |
22,488
+12,179
| +118% | +$521K | 0.15% | 155 |
|
|
2013
Q4 | $425K | Buy |
10,309
+3,619
| +54% | +$149K | 0.07% | 297 |
|
|
2013
Q3 | $258K | Buy |
+6,690
| New | +$258K | 0.06% | 330 |
|