SSWM
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Smith Salley Wealth Management’s Unilever UL Stock Holding History

Smith Salley Wealth Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-33,209
Closed -$1.67M – 233
2022
Q4 		$1.67M Sell
33,209
-28,674
-46% -$1.44M 0.14% 108
2022
Q3 		$2.71M Sell
61,883
-507
-0.8% -$22.2K 0.25% 79
2022
Q2 		$2.86M Buy
62,390
+2,572
+4% +$118K 0.25% 83
2022
Q1 		$2.73M Buy
59,818
+3,950
+7% +$180K 0.21% 91
2021
Q4 		$3.01M Sell
55,868
-1,797
-3% -$96.7K 0.21% 91
2021
Q3 		$3.13M Buy
57,665
+2,279
+4% +$124K 0.25% 83
2021
Q2 		$3.24M Buy
55,386
+29,692
+116% +$1.74M 0.26% 80
2021
Q1 		$1.43M Buy
25,694
+780
+3% +$43.5K 0.13% 105
2020
Q4 		$1.5M Buy
24,914
+256
+1% +$15.5K 0.15% 98
2020
Q3 		$1.52M Buy
24,658
+169
+0.7% +$10.4K 0.18% 91
2020
Q2 		$1.34M Buy
24,489
+834
+4% +$45.8K 0.18% 86
2020
Q1 		$1.2M Sell
23,655
-498
-2% -$25.2K 0.2% 86
2019
Q4 		$1.38M Buy
24,153
+215
+0.9% +$12.3K 0.18% 92
2019
Q3 		$1.44M Buy
23,938
+1,408
+6% +$84.6K 0.2% 86
2019
Q2 		$1.4M Sell
22,530
-347
-2% -$21.5K 0.21% 86
2019
Q1 		$1.32M Buy
+22,877
New +$1.32M 0.21% 84
2018
Q1 		– Sell
-48,463
Closed -$2.68M – 186
2017
Q4 		$2.68M Buy
48,463
+119
+0.2% +$6.59K 0.48% 71
2017
Q3 		$2.8M Buy
48,344
+563
+1% +$32.6K 0.54% 70
2017
Q2 		$2.59M Buy
47,781
+2,040
+4% +$110K 0.52% 72
2017
Q1 		$2.26M Buy
45,741
+1,275
+3% +$62.9K 0.46% 75
2016
Q4 		$1.81M Buy
44,466
+1,077
+2% +$43.8K 0.38% 81
2016
Q3 		$2.06M Buy
43,389
+5,714
+15% +$271K 0.46% 74
2016
Q2 		$1.81M Buy
+37,675
New +$1.81M 0.42% 73