Sheaff Brock Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,630
| Closed | -$212K | – | 559 |
|
|
2021
Q2 | $212K | Buy |
3,630
+1
| +0% | +$58 | 0.02% | 451 |
|
|
2021
Q1 | $203K | Sell |
3,629
-98
| -3% | -$5.48K | 0.02% | 432 |
|
|
2020
Q4 | $225K | Sell |
3,727
-39
| -1% | -$2.35K | 0.02% | 389 |
|
|
2020
Q3 | $232K | Buy |
3,766
+1
| +0% | +$62 | 0.02% | 353 |
|
|
2020
Q2 | $207K | Buy |
+3,765
| New | +$207K | 0.02% | 372 |
|
|
2020
Q1 | – | Sell |
-3,623
| Closed | -$207K | – | 482 |
|
|
2019
Q4 | $207K | Sell |
3,623
-77
| -2% | -$4.4K | 0.02% | 400 |
|
|
2019
Q3 | $222K | Hold |
3,700
| – | – | 0.02% | 376 |
|
|
2019
Q2 | $229K | Buy |
3,700
+1
| +0% | +$62 | 0.02% | 386 |
|
|
2019
Q1 | $213K | Buy |
+3,699
| New | +$213K | 0.03% | 418 |
|
|
2018
Q4 | – | Sell |
-3,697
| Closed | -$203K | – | 516 |
|
|
2018
Q3 | $203K | Buy |
3,697
+1
| +0% | +$55 | 0.02% | 437 |
|
|
2018
Q2 | $204K | Buy |
3,696
+1
| +0% | +$55 | 0.02% | 440 |
|
|
2018
Q1 | $205K | Buy |
3,695
+1
| +0% | +$55 | 0.02% | 438 |
|
|
2017
Q4 | $204K | Buy |
3,694
+1
| +0% | +$55 | 0.03% | 449 |
|
|
2017
Q3 | $214K | Sell |
3,693
-1,199
| -25% | -$69.5K | 0.03% | 465 |
|
|
2017
Q2 | $265K | Buy |
4,892
+301
| +7% | +$16.3K | 0.03% | 421 |
|
|
2017
Q1 | $227K | Sell |
4,591
-1,400
| -23% | -$69.2K | 0.03% | 473 |
|
|
2016
Q4 | $244K | Sell |
5,991
-587
| -9% | -$23.9K | 0.03% | 466 |
|
|
2016
Q3 | $312K | Hold |
6,578
| – | – | 0.04% | 345 |
|
|
2016
Q2 | $315K | Sell |
6,578
-377
| -5% | -$18.1K | 0.04% | 360 |
|
|
2016
Q1 | $314K | Hold |
6,955
| – | – | 0.04% | 379 |
|
|
2015
Q4 | $300K | Buy |
+6,955
| New | +$300K | 0.03% | 408 |
|