Kore Private Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,894
| Closed | -$320K | – | 445 |
|
|
2021
Q3 | $320K | Buy |
+5,894
| New | +$320K | 0.03% | 313 |
|
|
2020
Q3 | – | Sell |
-205
| Closed | -$11K | – | 1032 |
|
|
2020
Q2 | $11K | Sell |
205
-70
| -25% | -$3.76K | ﹤0.01% | 773 |
|
|
2020
Q1 | $14K | Sell |
275
-1,146
| -81% | -$58.3K | ﹤0.01% | 645 |
|
|
2019
Q4 | $81K | Buy |
+1,421
| New | +$81K | 0.02% | 404 |
|
|
2019
Q2 | – | Sell |
-1,632
| Closed | -$94K | – | 752 |
|
|
2019
Q1 | $94K | Buy |
+1,632
| New | +$94K | 0.02% | 293 |
|