Sara-Bay Financial’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,934
| Closed | -$430K | – | 86 |
|
|
2021
Q3 | $430K | Sell |
7,934
-217
| -3% | -$11.8K | 0.17% | 53 |
|
|
2021
Q2 | $476K | Buy |
8,151
+202
| +3% | +$11.8K | 0.18% | 53 |
|
|
2021
Q1 | $444K | Buy |
7,949
+482
| +6% | +$26.9K | 0.18% | 50 |
|
|
2020
Q4 | $451K | Buy |
7,467
+190
| +3% | +$11.5K | 0.2% | 46 |
|
|
2020
Q3 | $449K | Sell |
7,277
-404
| -5% | -$24.9K | 0.24% | 43 |
|
|
2020
Q2 | $422K | Buy |
+7,681
| New | +$422K | 0.24% | 43 |
|