Oxler Private Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,370
| Closed | -$148K | – | 389 |
|
|
2022
Q3 | $148K | Buy |
3,370
+30
| +0.9% | +$1.32K | 0.08% | 109 |
|
|
2022
Q2 | $153K | Buy |
+3,340
| New | +$153K | 0.07% | 112 |
|
|
2021
Q1 | – | Sell |
-3,241
| Closed | -$195K | – | 207 |
|
|
2020
Q4 | $195K | Buy |
+3,241
| New | +$195K | 0.11% | 103 |
|