Optimum Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-123
| Closed | -$6K | – | 863 |
|
|
2022
Q2 | $6K | Hold |
123
| – | – | ﹤0.01% | 658 |
|
|
2022
Q1 | $6K | Buy |
+123
| New | +$6K | ﹤0.01% | 719 |
|
|
2020
Q1 | – | Sell |
-146
| Closed | -$8K | – | 954 |
|
|
2019
Q4 | $8K | Hold |
146
| – | – | ﹤0.01% | 808 |
|
|
2019
Q3 | $9K | Buy |
+146
| New | +$9K | ﹤0.01% | 823 |
|
|
2015
Q1 | $9K | Buy |
225
+25
| +13% | +$1K | ﹤0.01% | 813 |
|
|
2014
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 872 |
|
|
2014
Q3 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 790 |
|
|
2013
Q4 | – | Sell |
-127
| Closed | -$5K | – | 770 |
|
|
2013
Q3 | $5K | Buy |
+127
| New | +$5K | ﹤0.01% | 640 |
|