Powell Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,800
| Closed | -$206K | – | 139 |
|
|
2021
Q3 | $206K | Hold |
3,800
| – | – | 0.13% | 96 |
|
|
2021
Q2 | $222K | Hold |
3,800
| – | – | 0.14% | 93 |
|
|
2021
Q1 | $212K | Hold |
3,800
| – | – | 0.14% | 92 |
|
|
2020
Q4 | $229K | Hold |
3,800
| – | – | 0.17% | 80 |
|
|
2020
Q3 | $234K | Sell |
3,800
-8,350
| -69% | -$514K | 0.2% | 77 |
|
|
2020
Q2 | $667K | Hold |
12,150
| – | – | 0.64% | 26 |
|
|
2020
Q1 | $614K | Hold |
12,150
| – | – | 0.74% | 28 |
|
|
2019
Q4 | $695K | Buy |
+12,150
| New | +$695K | 0.72% | 28 |
|