OFG
UL icon

OTA Financial Group’s Unilever UL Stock Holding History

OTA Financial Group’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-44,259
Closed -$2.88M – 80
2017
Q3 		$2.88M Buy
44,259
+3,549
+9% +$228K 1.59% 11
2017
Q2 		$2.26M Hold
40,710
– – 1.49% 10
2017
Q1 		$2.26M Buy
+40,710
New +$2.06M 1.42% 11
2015
Q2 		– Sell
-52,561
Closed -$2.47M – 91
2015
Q1 		$2.47M Buy
+52,561
New +$2.52M 1.32% 14

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