Perennial Advisors’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 |
-24,428
| Closed | -$1.31M | – | 95 |
|
|
2021
Q4 | $1.31M | Sell |
24,428
-13,292
| -35% | -$715K | 0.35% | 54 |
|
|
2021
Q3 | $2.05M | Buy |
37,720
+949
| +3% | +$51.5K | 0.6% | 51 |
|
|
2021
Q2 | $2.15M | Buy |
36,771
+1,375
| +4% | +$80.4K | 0.62% | 49 |
|
|
2021
Q1 | $1.98M | Buy |
35,396
+684
| +2% | +$38.2K | 0.62% | 48 |
|
|
2020
Q4 | $2.1M | Buy |
+34,712
| New | +$2.1M | 0.74% | 44 |
|