Sageworth Trust’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-43
| Closed | -$2K | – | 590 |
|
|
2022
Q4 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 377 |
|
|
2022
Q1 | – | Sell |
-165
| Closed | -$9K | – | 757 |
|
|
2021
Q4 | $9K | Sell |
165
-865
| -84% | -$47.2K | ﹤0.01% | 295 |
|
|
2021
Q3 | $56K | Sell |
1,030
-3,733
| -78% | -$203K | ﹤0.01% | 173 |
|
|
2021
Q2 | $279K | Buy |
4,763
+4,048
| +566% | +$237K | 0.02% | 97 |
|
|
2021
Q1 | $40K | Buy |
+715
| New | +$40K | ﹤0.01% | 194 |
|