Lloyd Advisory Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,038
| Closed | -$1.19M | – | 324 |
|
|
2023
Q3 | $1.19M | Buy |
+24,038
| New | +$1.19M | 0.39% | 54 |
|
|
2022
Q1 | – | Sell |
-3,721
| Closed | -$200K | – | 664 |
|
|
2021
Q4 | $200K | Buy |
3,721
+16
| +0.4% | +$860 | 0.09% | 86 |
|
|
2021
Q3 | $201K | Buy |
3,705
+303
| +9% | +$16.4K | 0.1% | 75 |
|
|
2021
Q2 | $199K | Buy |
3,402
+491
| +17% | +$28.7K | 0.1% | 78 |
|
|
2021
Q1 | $162K | Buy |
2,911
+360
| +14% | +$20K | 0.09% | 79 |
|
|
2020
Q4 | $154K | Sell |
2,551
-132
| -5% | -$7.97K | 0.08% | 64 |
|
|
2020
Q3 | $165K | Sell |
2,683
-222
| -8% | -$13.7K | 0.1% | 54 |
|
|
2020
Q2 | $159K | Buy |
2,905
+981
| +51% | +$53.7K | 0.1% | 63 |
|
|
2020
Q1 | $97K | Buy |
1,924
+1,908
| +11,925% | +$96.2K | 0.07% | 75 |
|
|
2019
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 351 |
|