Lee Financial’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-96
| Closed | -$4.66K | – | 779 |
|
2023
Q4 | $4.66K | Hold |
96
| – | – | ﹤0.01% | 558 |
|
2023
Q3 | $4.74K | Buy |
+96
| New | +$4.74K | ﹤0.01% | 529 |
|
2022
Q3 | – | Sell |
-150
| Closed | -$7K | – | 1021 |
|
2022
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 514 |
|
2022
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 491 |
|
2021
Q4 | $8K | Hold |
150
| – | – | ﹤0.01% | 544 |
|
2021
Q3 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 452 |
|
2018
Q3 | – | Sell |
-91
| Closed | -$5K | – | 713 |
|
2018
Q2 | $5K | Hold |
91
| – | – | ﹤0.01% | 620 |
|
2018
Q1 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 625 |
|