SWA
SFMG Wealth Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,590
| Closed | -$210K | – | 272 |
|
|
2022
Q2 | $210K | Hold |
4,590
| – | – | 0.02% | 231 |
|
|
2022
Q1 | $209K | Hold |
4,590
| – | – | 0.02% | 268 |
|
|
2021
Q4 | $247K | Buy |
+4,590
| New | +$247K | 0.02% | 232 |
|
|
2015
Q1 | – | Sell |
-19,520
| Closed | -$790K | – | 188 |
|
|
2014
Q4 | $790K | Buy |
+19,520
| New | +$790K | 0.18% | 67 |
|