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