Mountain Capital Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,410
| Closed | -$592K | – | 148 |
|
|
2021
Q1 | $592K | Buy |
10,410
+5,841
| +128% | +$332K | 0.3% | 110 |
|
|
2020
Q4 | $272K | Buy |
4,569
+659
| +17% | +$39.2K | 0.16% | 122 |
|
|
2020
Q3 | $247K | Buy |
+3,910
| New | +$247K | 0.16% | 94 |
|
|
2017
Q4 | – | Sell |
-356
| Closed | -$21K | – | 401 |
|
|
2017
Q3 | $21K | Hold |
356
| – | – | 0.02% | 179 |
|
|
2017
Q2 | $19K | Buy |
+356
| New | +$19K | 0.02% | 218 |
|