Surevest’s Unilever UL Stock Holding History

Surevest’s Portfolio UL Stock Details UL Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$20K	Hold
2022 Q2	$21K	Hold
2022 Q1	$21K	Hold
2021 Q4	$25K	Buy
2020 Q1	–	Sell
2019 Q4	$614K	Sell
2019 Q3	$653K	Sell
2019 Q2	$791K	Sell
2019 Q1	$742K	Buy
2018 Q4	$276K	Buy