Retirement Planning Company of New England’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,260
| Closed | -$212K | – | 241 |
|
|
2024
Q3 | $212K | Buy |
+3,260
| New | +$212K | 0.11% | 212 |
|
|
2022
Q3 | – | Sell |
-4,376
| Closed | -$200K | – | 217 |
|
|
2022
Q2 | $200K | Sell |
4,376
-202
| -4% | -$9.23K | 0.14% | 200 |
|
|
2022
Q1 | $208K | Buy |
4,578
+1,144
| +33% | +$52K | 0.12% | 215 |
|
|
2021
Q4 | $184K | Buy |
+3,434
| New | +$184K | 0.09% | 229 |
|