SWA
Stratos Wealth Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,232
| Closed | -$212K | – | 764 |
|
|
2024
Q1 | $212K | Sell |
4,232
-1,903
| -31% | -$95.5K | 0.01% | 616 |
|
|
2023
Q4 | $297K | Sell |
6,135
-406
| -6% | -$19.7K | 0.02% | 556 |
|
|
2023
Q3 | $323K | Buy |
6,541
+418
| +7% | +$20.7K | 0.02% | 509 |
|
|
2023
Q2 | $319K | Sell |
6,123
-22
| -0.4% | -$1.15K | 0.02% | 502 |
|
|
2023
Q1 | $319K | Sell |
6,145
-220
| -3% | -$11.4K | 0.02% | 482 |
|
|
2022
Q4 | $321K | Sell |
6,365
-1,446
| -19% | -$72.8K | 0.03% | 463 |
|
|
2022
Q3 | $342K | Buy |
7,811
+73
| +0.9% | +$3.2K | 0.04% | 405 |
|
|
2022
Q2 | $355K | Buy |
7,738
+316
| +4% | +$14.5K | 0.03% | 412 |
|
|
2022
Q1 | $338K | Sell |
7,422
-14,205
| -66% | -$647K | 0.03% | 435 |
|
|
2021
Q4 | $1.16M | Buy |
21,627
+1,812
| +9% | +$97.4K | 0.08% | 259 |
|
|
2021
Q3 | $1.07M | Buy |
19,815
+13,870
| +233% | +$752K | 0.09% | 243 |
|
|
2021
Q2 | $348K | Buy |
5,945
+1,422
| +31% | +$83.2K | 0.03% | 413 |
|
|
2021
Q1 | $253K | Buy |
+4,523
| New | +$253K | 0.03% | 425 |
|