MPW
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Monterey Private Wealth’s Unilever UL Stock Holding History

Monterey Private Wealth’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,864
Closed -$225K – 121
2022
Q1 		$225K Buy
+4,864
New +$225K 0.11% 108