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Selective Wealth Management’s Unilever UL Stock Holding History

Selective Wealth Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-144
Closed -$7K – 679
2022
Q3 		$7K Hold
144
– – ﹤0.01% 564
2022
Q2 		$7K Buy
+144
New +$7.33K ﹤0.01% 603

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Selective Wealth Management's UL Position: Q4 2022 in Review

Selective Wealth Management sold out of Unilever (UL) in Q4 2022, closing a stake of 144 shares — an estimated $7K sold.

Selective Wealth Management first reported a position in UL in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 1,104 funds tracked by Wall St. Rank hold UL as of Q4 2022.

  • Selective Wealth Management reported no remaining Unilever position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 144 Unilever shares in Q4 2022, an estimated $7K.
  • Selective Wealth Management first reported a position in Unilever in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's Unilever position peaked at $7K in Q3 2022.
  • 1,104 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.