Peloton Wealth Strategists’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,000
| Closed | -$807K | – | 93 |
|
|
2021
Q4 | $807K | Sell |
15,000
-18,350
| -55% | -$987K | 0.32% | 67 |
|
|
2021
Q3 | $1.81M | Sell |
33,350
-1,600
| -5% | -$86.7K | 0.74% | 49 |
|
|
2021
Q2 | $2.05M | Buy |
34,950
+4,364
| +14% | +$255K | 0.84% | 47 |
|
|
2021
Q1 | $1.71M | Buy |
30,586
+1,176
| +4% | +$65.7K | 0.8% | 46 |
|
|
2020
Q4 | $1.78M | Buy |
29,410
+7,500
| +34% | +$453K | 0.88% | 44 |
|
|
2020
Q3 | $1.35M | Buy |
21,910
+11,760
| +116% | +$725K | 0.76% | 50 |
|
|
2020
Q2 | $557K | Buy |
+10,150
| New | +$557K | 0.35% | 59 |
|