Surevest’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $20K | Hold |
462
| – | – | 0.01% | 243 |
|
|
2022
Q2 | $21K | Hold |
462
| – | – | 0.01% | 260 |
|
|
2022
Q1 | $21K | Hold |
462
| – | – | 0.01% | 242 |
|
|
2021
Q4 | $25K | Buy |
+462
| New | +$25K | 0.01% | 225 |
|
|
2020
Q1 | – | Sell |
-10,747
| Closed | -$614K | – | 138 |
|
|
2019
Q4 | $614K | Sell |
10,747
-126
| -1% | -$7.2K | 0.26% | 101 |
|
|
2019
Q3 | $653K | Sell |
10,873
-1,891
| -15% | -$114K | 0.32% | 96 |
|
|
2019
Q2 | $791K | Sell |
12,764
-84
| -0.7% | -$5.21K | 0.41% | 85 |
|
|
2019
Q1 | $742K | Buy |
12,848
+7,569
| +143% | +$437K | 0.46% | 64 |
|
|
2018
Q4 | $276K | Buy |
+5,279
| New | +$276K | 0.22% | 96 |
|