Resurgent Financial Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-498
| Closed | -$24.1K | – | 451 |
|
2023
Q4 | $24.1K | Sell |
498
-54
| -10% | -$2.62K | 0.01% | 458 |
|
2023
Q3 | $27.3K | Sell |
552
-90
| -14% | -$4.45K | 0.02% | 431 |
|
2023
Q2 | $33.5K | Sell |
642
-174
| -21% | -$9.07K | 0.02% | 403 |
|
2023
Q1 | $42.4K | Sell |
816
-329
| -29% | -$17.1K | 0.03% | 354 |
|
2022
Q4 | $57.7K | Buy |
+1,145
| New | +$57.7K | 0.03% | 396 |
|