Liberty Wealth Management’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 |
-3,095
| Closed | -$151K | – | 1038 |
|
|
2021
Q3 | $151K | Buy |
3,095
+1,793
| +138% | +$87.5K | 0.05% | 211 |
|
|
2021
Q2 | $76K | Sell |
1,302
-818
| -39% | -$47.7K | 0.03% | 250 |
|
|
2021
Q1 | $123K | Hold |
2,120
| – | – | 0.06% | 155 |
|
|
2020
Q4 | $123K | Buy |
2,120
+1,662
| +363% | +$96.4K | 0.06% | 153 |
|
|
2020
Q3 | $28K | Sell |
458
-156
| -25% | -$9.54K | 0.02% | 343 |
|
|
2020
Q2 | $34K | Buy |
614
+227
| +59% | +$12.6K | 0.02% | 286 |
|
|
2020
Q1 | $20K | Buy |
387
+230
| +146% | +$11.9K | 0.02% | 358 |
|
|
2019
Q4 | $9K | Buy |
157
+16
| +11% | +$917 | 0.01% | 566 |
|
|
2019
Q3 | $8K | Buy |
141
+71
| +101% | +$4.03K | 0.01% | 564 |
|
|
2019
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 702 |
|
|
2019
Q1 | $4K | Hold |
70
| – | – | ﹤0.01% | 573 |
|
|
2018
Q4 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 648 |
|