Lehman Financial Resources’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-99,078
| Closed | -$4.03M | – | 65 |
|
|
2016
Q4 | $4.03M | Buy |
99,078
+1,905
| +2% | +$77.5K | 2.3% | 16 |
|
|
2016
Q3 | $4.61M | Buy |
97,173
+1,205
| +1% | +$57.1K | 2.66% | 13 |
|
|
2016
Q2 | $4.6M | Sell |
95,968
-745
| -0.8% | -$35.7K | 2.31% | 11 |
|
|
2016
Q1 | $4.37M | Sell |
96,713
-896
| -0.9% | -$40.5K | 2.33% | 12 |
|
|
2015
Q4 | $4.21M | Buy |
97,609
+305
| +0.3% | +$13.1K | 2.27% | 13 |
|
|
2015
Q3 | $3.97M | Buy |
97,304
+1,202
| +1% | +$49K | 2.02% | 13 |
|
|
2015
Q2 | $4.13M | Sell |
96,102
-999
| -1% | -$42.9K | 2% | 13 |
|
|
2015
Q1 | $4.05M | Buy |
97,101
+1,301
| +1% | +$54.3K | 1.86% | 12 |
|
|
2014
Q4 | $3.88M | Buy |
95,800
+93,700
| +4,462% | +$3.79M | 1.9% | 13 |
|
|
2014
Q3 | $88K | Hold |
2,100
| – | – | 0.05% | 103 |
|
|
2014
Q2 | $95K | Hold |
2,100
| – | – | 0.05% | 96 |
|
|
2014
Q1 | $90K | Buy |
2,100
+700
| +50% | +$30K | 0.05% | 99 |
|
|
2013
Q4 | $58K | Hold |
1,400
| – | – | 0.04% | 110 |
|
|
2013
Q3 | $54K | Buy |
+1,400
| New | +$54K | 0.03% | 108 |
|