Miles Capital’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,046
| Closed | -$224K | – | 230 |
|
|
2017
Q4 | $224K | Hold |
4,046
| – | – | 0.13% | 150 |
|
|
2017
Q3 | $235K | Sell |
4,046
-2,666
| -40% | -$155K | 0.13% | 140 |
|
|
2017
Q2 | $363K | Hold |
6,712
| – | – | 0.2% | 84 |
|
|
2017
Q1 | $331K | Hold |
6,712
| – | – | 0.18% | 92 |
|
|
2016
Q4 | $273K | Buy |
6,712
+1,250
| +23% | +$50.8K | 0.17% | 94 |
|
|
2016
Q3 | $259K | Buy |
+5,462
| New | +$259K | 0.18% | 92 |
|