Sendero Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,695
| Closed | -$250K | – | 117 |
|
|
2022
Q3 | $250K | Sell |
5,695
-5,943
| -51% | -$261K | 0.1% | 84 |
|
|
2022
Q2 | $533K | Sell |
11,638
-220
| -2% | -$10.1K | 0.51% | 47 |
|
|
2022
Q1 | $540K | Buy |
11,858
+650
| +6% | +$29.6K | 0.25% | 44 |
|
|
2021
Q4 | $603K | Buy |
+11,208
| New | +$603K | 0.27% | 47 |
|