Lantz Financial’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,677
| Closed | -$231K | – | 200 |
|
|
2023
Q3 | $231K | Sell |
4,677
-8
| -0.2% | -$395 | 0.09% | 165 |
|
|
2023
Q2 | $244K | Buy |
4,685
+642
| +16% | +$33.5K | 0.1% | 161 |
|
|
2023
Q1 | $210K | Buy |
+4,043
| New | +$210K | 0.09% | 178 |
|
|
2022
Q1 | – | Sell |
-6,006
| Closed | -$323K | – | 177 |
|
|
2021
Q4 | $323K | Buy |
6,006
+708
| +13% | +$38.1K | 0.15% | 121 |
|
|
2021
Q3 | $287K | Buy |
5,298
+621
| +13% | +$33.6K | 0.15% | 124 |
|
|
2021
Q2 | $274K | Buy |
4,677
+755
| +19% | +$44.2K | 0.14% | 128 |
|
|
2021
Q1 | $219K | Buy |
3,922
+534
| +16% | +$29.8K | 0.12% | 126 |
|
|
2020
Q4 | $204K | Buy |
+3,388
| New | +$204K | 0.13% | 120 |
|