PFG Private Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-669
| Closed | -$33K | – | 298 |
|
|
2023
Q3 | $33K | Sell |
669
-1,419
| -68% | -$70.1K | 0.02% | 129 |
|
|
2023
Q2 | $109K | Sell |
2,088
-20
| -0.9% | -$1.04K | 0.06% | 94 |
|
|
2023
Q1 | $109K | Buy |
2,108
+137
| +7% | +$7.11K | 0.07% | 87 |
|
|
2022
Q4 | $99K | Buy |
1,971
+12
| +0.6% | +$603 | 0.06% | 85 |
|
|
2022
Q3 | $86K | Sell |
1,959
-669
| -25% | -$29.4K | 0.06% | 91 |
|
|
2022
Q2 | $120K | Buy |
2,628
+55
| +2% | +$2.51K | 0.07% | 83 |
|
|
2022
Q1 | $117K | Buy |
+2,573
| New | +$117K | 0.06% | 88 |
|