RMR Wealth Builders’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,430
| Closed | -$230K | – | 220 |
|
|
2023
Q1 | $230K | Hold |
4,430
| – | – | 0.04% | 190 |
|
|
2022
Q4 | $223K | Buy |
+4,430
| New | +$223K | 0.05% | 174 |
|
|
2022
Q3 | – | Sell |
-4,550
| Closed | -$209K | – | 214 |
|
|
2022
Q2 | $209K | Hold |
4,550
| – | – | 0.05% | 184 |
|
|
2022
Q1 | $207K | Buy |
+4,550
| New | +$207K | 0.04% | 199 |
|
|
2021
Q4 | – | Sell |
-3,695
| Closed | -$200K | – | 201 |
|
|
2021
Q3 | $200K | Buy |
3,695
+1
| +0% | +$54 | 0.06% | 185 |
|
|
2021
Q2 | $216K | Sell |
3,694
-410
| -10% | -$24K | 0.07% | 164 |
|
|
2021
Q1 | $229K | Buy |
4,104
+811
| +25% | +$45.3K | 0.06% | 174 |
|
|
2020
Q4 | $199K | Buy |
+3,293
| New | +$199K | 0.1% | 150 |
|
|
2020
Q3 | – | Sell |
-660
| Closed | -$36K | – | 453 |
|
|
2020
Q2 | $36K | Buy |
+660
| New | +$36K | 0.03% | 258 |
|
|
2019
Q4 | $27K | Buy |
+480
| New | +$27K | 0.03% | 288 |
|