Roosevelt Investment Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.36M | Buy |
31,011
+189
| +0.6% | +$8.29K | 0.1% | 101 |
|
|
2022
Q2 | $1.41M | Buy |
30,822
+219
| +0.7% | +$10K | 0.1% | 103 |
|
|
2022
Q1 | $1.4M | Buy |
30,603
+1,084
| +4% | +$49.4K | 0.08% | 114 |
|
|
2021
Q4 | $1.59M | Buy |
29,519
+431
| +1% | +$23.2K | 0.09% | 107 |
|
|
2021
Q3 | $1.58M | Hold |
29,088
| – | – | 0.1% | 100 |
|
|
2021
Q2 | $1.7M | Buy |
29,088
+932
| +3% | +$54.5K | 0.1% | 100 |
|
|
2021
Q1 | $1.57M | Buy |
28,156
+1,556
| +6% | +$86.9K | 0.1% | 101 |
|
|
2020
Q4 | $1.61M | Buy |
+26,600
| New | +$1.61M | 0.11% | 93 |
|