Stewart & Patten Company’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,550
| Closed | -$245K | – | 94 |
|
|
2021
Q4 | $245K | Sell |
4,550
-450
| -9% | -$24.2K | 0.04% | 82 |
|
|
2021
Q3 | $271K | Sell |
5,000
-300
| -6% | -$16.3K | 0.04% | 72 |
|
|
2021
Q2 | $310K | Hold |
5,300
| – | – | 0.05% | 72 |
|
|
2021
Q1 | $296K | Sell |
5,300
-200
| -4% | -$11.2K | 0.05% | 70 |
|
|
2020
Q4 | $332K | Buy |
+5,500
| New | +$332K | 0.06% | 67 |
|