OTA Financial Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-49,791
| Closed | -$2.89M | – | 80 |
|
|
2017
Q3 | $2.89M | Buy |
49,791
+3,992
| +9% | +$231K | 1.59% | 10 |
|
|
2017
Q2 | $2.26M | Hold |
45,799
| – | – | 1.49% | 10 |
|
|
2017
Q1 | $2.26M | Buy |
+45,799
| New | +$2.26M | 1.42% | 11 |
|
|
2015
Q2 | – | Sell |
-59,131
| Closed | -$2.47M | – | 90 |
|
|
2015
Q1 | $2.47M | Buy |
+59,131
| New | +$2.47M | 1.32% | 14 |
|