Lenox Wealth Management’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$31K Sell
578
-22
-4% -$1.18K 0.01% 312
2020
Q1
$30K Buy
600
+177
+42% +$8.85K 0.01% 294
2019
Q4
$24K Sell
423
-182
-30% -$10.3K 0.01% 345
2019
Q3
$36K Buy
605
+39
+7% +$2.32K 0.01% 294
2019
Q2
$35K Buy
566
+392
+225% +$24.2K 0.01% 281
2019
Q1
$10K Buy
174
+46
+36% +$2.64K ﹤0.01% 444
2018
Q4
$7K Sell
128
-190
-60% -$10.4K ﹤0.01% 435
2018
Q3
$17K Buy
318
+151
+90% +$8.07K 0.01% 349
2018
Q2
$9K Buy
167
+101
+153% +$5.44K ﹤0.01% 382
2018
Q1
$3K Sell
66
-29
-31% -$1.32K ﹤0.01% 426
2017
Q4
$3K Buy
+95
New +$3K ﹤0.01% 449