Squar Milner Financial Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,851
| Closed | -$211K | – | 180 |
|
|
2020
Q2 | $211K | Buy |
3,851
+560
| +17% | +$30.7K | 0.12% | 197 |
|
|
2020
Q1 | $166K | Buy |
3,291
+883
| +37% | +$44.5K | 0.1% | 189 |
|
|
2019
Q4 | $137K | Sell |
2,408
-5,691
| -70% | -$324K | 0.07% | 266 |
|
|
2019
Q3 | $500K | Buy |
8,099
+7,152
| +755% | +$442K | 0.26% | 98 |
|
|
2019
Q2 | $59K | Buy |
+947
| New | +$59K | 0.04% | 334 |
|
|
2018
Q3 | – | Sell |
-90
| Closed | -$5K | – | 864 |
|
|
2018
Q2 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 715 |
|