Menlo Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-65,892
| Closed | -$3.54M | – | 47 |
|
|
2021
Q4 | $3.54M | Buy |
65,892
+9,600
| +17% | +$516K | 1.76% | 22 |
|
|
2021
Q3 | $3.05M | Buy |
56,292
+675
| +1% | +$36.6K | 1.61% | 25 |
|
|
2021
Q2 | $3.25M | Buy |
55,617
+6,050
| +12% | +$354K | 1.75% | 24 |
|
|
2021
Q1 | $2.77M | Buy |
+49,567
| New | +$2.77M | 1.65% | 25 |
|