Point View Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $854K | Buy |
14,141
+13
| +0.1% | +$785 | 0.35% | 96 |
|
|
2020
Q3 | $871K | Sell |
14,128
-240
| -2% | -$14.8K | 0.41% | 78 |
|
|
2020
Q2 | $789K | Buy |
14,368
+21
| +0.1% | +$1.15K | 0.38% | 92 |
|
|
2020
Q1 | $726K | Buy |
14,347
+305
| +2% | +$15.4K | 0.4% | 89 |
|
|
2019
Q4 | $803K | Sell |
14,042
-636
| -4% | -$36.4K | 0.33% | 104 |
|
|
2019
Q3 | $882K | Sell |
14,678
-552
| -4% | -$33.2K | 0.4% | 84 |
|
|
2019
Q2 | $944K | Sell |
15,230
-379
| -2% | -$23.5K | 0.4% | 82 |
|
|
2019
Q1 | $901K | Sell |
15,609
-56
| -0.4% | -$3.23K | 0.4% | 86 |
|
|
2018
Q4 | $818K | Buy |
15,665
+1,746
| +13% | +$91.2K | 0.41% | 85 |
|
|
2018
Q3 | $765K | Sell |
13,919
-33
| -0.2% | -$1.81K | 0.34% | 105 |
|
|
2018
Q2 | $771K | Hold |
13,952
| – | – | 0.36% | 98 |
|
|
2018
Q1 | $775K | Buy |
13,952
+712
| +5% | +$39.6K | 0.37% | 94 |
|
|
2017
Q4 | $733K | Hold |
13,240
| – | – | 0.35% | 100 |
|
|
2017
Q3 | $768K | Sell |
13,240
-244
| -2% | -$14.2K | 0.37% | 98 |
|
|
2017
Q2 | $730K | Sell |
13,484
-391
| -3% | -$21.2K | 0.36% | 101 |
|
|
2017
Q1 | $685K | Buy |
13,875
+4,483
| +48% | +$221K | 0.35% | 103 |
|
|
2016
Q4 | $382K | Buy |
9,392
+2,039
| +28% | +$82.9K | 0.22% | 152 |
|
|
2016
Q3 | $349K | Sell |
7,353
-33
| -0.4% | -$1.57K | 0.21% | 152 |
|
|
2016
Q2 | $354K | Buy |
7,386
+33
| +0.4% | +$1.58K | 0.21% | 143 |
|
|
2016
Q1 | $332K | Buy |
7,353
+278
| +4% | +$12.6K | 0.21% | 146 |
|
|
2015
Q4 | $305K | Sell |
7,075
-55
| -0.8% | -$2.37K | 0.22% | 142 |
|
|
2015
Q3 | $291K | Buy |
7,130
+207
| +3% | +$8.45K | 0.23% | 136 |
|
|
2015
Q2 | $297K | Sell |
6,923
-64
| -0.9% | -$2.75K | 0.23% | 142 |
|
|
2015
Q1 | $291K | Buy |
+6,987
| New | +$291K | 0.22% | 146 |
|