Life Planning Partners’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 |
-550
| Closed | -$26.7K | – | 227 |
|
|
2023
Q4 | $26.7K | Buy |
+550
| New | +$26.7K | 0.03% | 124 |
|
|
2022
Q3 | $24.1K | Hold |
550
| – | – | 0.03% | 112 |
|
|
2022
Q2 | $25K | Hold |
550
| – | – | 0.03% | 112 |
|
|
2022
Q1 | $25K | Hold |
550
| – | – | 0.03% | 112 |
|
|
2021
Q4 | $30K | Buy |
+550
| New | +$30K | 0.03% | 103 |
|