Mosaic Family Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-851
| Closed | -$49K | – | 578 |
|
|
2019
Q1 | $49K | Hold |
851
| – | – | 0.02% | 318 |
|
|
2018
Q4 | $44K | Hold |
851
| – | – | 0.02% | 324 |
|
|
2018
Q3 | $46K | Hold |
851
| – | – | 0.02% | 332 |
|
|
2018
Q2 | $47K | Hold |
851
| – | – | 0.02% | 320 |
|
|
2018
Q1 | $47K | Hold |
851
| – | – | 0.02% | 319 |
|
|
2017
Q4 | $47K | Sell |
851
-346
| -29% | -$19.1K | 0.02% | 335 |
|
|
2017
Q3 | $69K | Buy |
1,197
+346
| +41% | +$19.9K | 0.03% | 299 |
|
|
2017
Q2 | $46K | Hold |
851
| – | – | 0.02% | 324 |
|
|
2017
Q1 | $42K | Hold |
851
| – | – | 0.02% | 345 |
|
|
2016
Q4 | $35K | Hold |
851
| – | – | 0.02% | 362 |
|
|
2016
Q3 | $40K | Hold |
851
| – | – | 0.02% | 360 |
|
|
2016
Q2 | $41K | Hold |
851
| – | – | 0.02% | 352 |
|
|
2016
Q1 | $38K | Hold |
851
| – | – | 0.02% | 354 |
|
|
2015
Q4 | $36K | Buy |
+851
| New | +$36K | 0.02% | 372 |
|