Ridgewood Investments’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,179
| Closed | -$166K | – | 722 |
|
|
2023
Q2 | $166K | Sell |
3,179
-8,689
| -73% | -$453K | 0.09% | 186 |
|
|
2023
Q1 | $616K | Sell |
11,868
-2,077
| -15% | -$108K | 0.38% | 78 |
|
|
2022
Q4 | $702K | Buy |
13,945
+1,123
| +9% | +$56.5K | 0.5% | 62 |
|
|
2022
Q3 | $562K | Sell |
12,822
-4
| -0% | -$175 | 0.47% | 71 |
|
|
2022
Q2 | $588K | Buy |
12,826
+995
| +8% | +$45.6K | 0.46% | 71 |
|
|
2022
Q1 | $539K | Buy |
+11,831
| New | +$539K | 0.35% | 96 |
|
|
2017
Q3 | – | Sell |
-6,723
| Closed | -$364K | – | 143 |
|
|
2017
Q2 | $364K | Sell |
6,723
-158
| -2% | -$8.56K | 0.36% | 81 |
|
|
2017
Q1 | $340K | Buy |
6,881
+590
| +9% | +$29.2K | 0.37% | 79 |
|
|
2016
Q4 | $256K | Buy |
+6,291
| New | +$256K | 0.3% | 91 |
|