Regent Peak Wealth Advisors’s Unilever UL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-144	Closed	-$9K	–	935
2020 Q4	$9K	Buy	+144	New	+$9K	﹤0.01%	574
2020 Q2	–	Sell	-19,317	Closed	-$976K	–	125
2020 Q1	$976K	Buy	19,317 +3,464	+22%	+$175K	0.54%	42
2019 Q4	$906K	Buy	+15,853	New	+$906K	0.41%	49