Ranch Capital 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 |
-3,340
| Closed | -$181K | – | 553 |
|
|
2021
Q3 | $181K | Sell |
3,340
-29
| -0.9% | -$1.57K | 0.11% | 159 |
|
|
2021
Q2 | $197K | Buy |
3,369
+5
| +0.1% | +$292 | 0.12% | 160 |
|
|
2021
Q1 | $187K | Sell |
3,364
-697
| -17% | -$38.7K | 0.12% | 156 |
|
|
2020
Q4 | $245K | Buy |
4,061
+105
| +3% | +$6.34K | 0.18% | 128 |
|
|
2020
Q3 | $244K | Buy |
3,956
+3
| +0.1% | +$185 | 0.2% | 118 |
|
|
2020
Q2 | $235K | Sell |
3,953
-329
| -8% | -$19.6K | 0.18% | 125 |
|
|
2020
Q1 | $216K | Buy |
4,282
+3,380
| +375% | +$171K | 0.21% | 116 |
|
|
2019
Q4 | $52K | Buy |
+902
| New | +$52K | 0.04% | 328 |
|