Sheaff Brock Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,227
| Closed | -$212K | – | 571 |
|
|
2021
Q2 | $212K | Buy |
3,227
+1
| +0% | +$66 | 0.02% | 457 |
|
|
2021
Q1 | $203K | Sell |
3,226
-87
| -3% | -$5.54K | 0.02% | 443 |
|
|
2020
Q4 | $225K | Sell |
3,313
-35
| -1% | -$2.38K | 0.02% | 396 |
|
|
2020
Q3 | $232K | Buy |
3,348
+1
| +0% | +$67 | 0.03% | 355 |
|
|
2020
Q2 | $207K | Buy |
+3,347
| New | +$200K | 0.03% | 379 |
|
|
2020
Q1 | – | Sell |
-3,220
| Closed | -$207K | – | 496 |
|
|
2019
Q4 | $207K | Sell |
3,220
-69
| -2% | -$4.58K | 0.03% | 407 |
|
|
2019
Q3 | $222K | Hold |
3,289
| – | – | 0.03% | 380 |
|
|
2019
Q2 | $229K | Buy |
3,289
+1
| +0% | +$68 | 0.03% | 394 |
|
|
2019
Q1 | $213K | Buy |
+3,288
| New | +$200K | 0.03% | 421 |
|
|
2018
Q4 | – | Sell |
-3,286
| Closed | -$203K | – | 529 |
|
|
2018
Q3 | $203K | Buy |
3,286
+1
| +0% | +$63 | 0.03% | 450 |
|
|
2018
Q2 | $204K | Buy |
3,285
+1
| +0% | +$62 | 0.03% | 459 |
|
|
2018
Q1 | $205K | Hold |
3,284
| – | – | 0.03% | 463 |
|
|
2017
Q4 | $204K | Buy |
3,284
+1
| +0% | +$63 | 0.03% | 449 |
|
|
2017
Q3 | $214K | Sell |
3,283
-1,065
| -24% | -$68.5K | 0.03% | 465 |
|
|
2017
Q2 | $265K | Buy |
4,348
+267
| +7% | +$15.9K | 0.03% | 421 |
|
|
2017
Q1 | $227K | Sell |
4,081
-1,244
| -23% | -$62.9K | 0.03% | 473 |
|
|
2016
Q4 | $244K | Sell |
5,325
-522
| -9% | -$24.3K | 0.03% | 466 |
|
|
2016
Q3 | $312K | Hold |
5,847
| – | – | 0.04% | 345 |
|
|
2016
Q2 | $315K | Sell |
5,847
-335
| -5% | -$17.2K | 0.04% | 360 |
|
|
2016
Q1 | $314K | Hold |
6,182
| – | – | 0.04% | 379 |
|
|
2015
Q4 | $300K | Buy |
+6,182
| New | +$302K | 0.03% | 408 |
|
Other funds holding UL
GRQ
FMI
PPA