SWS
SYSTM Wealth Solutions’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-50,630
| Closed | -$2.78M | – | 603 |
|
|
2024
Q2 | $2.78M | Sell |
50,630
-43,567
| -46% | -$2.4M | 0.62% | 57 |
|
|
2024
Q1 | $4.73M | Buy |
94,197
+11,327
| +14% | +$569K | 0.6% | 40 |
|
|
2023
Q4 | $4.02M | Sell |
82,870
-13,199
| -14% | -$640K | 0.56% | 46 |
|
|
2023
Q3 | $4.75M | Buy |
96,069
+6,566
| +7% | +$324K | 0.73% | 28 |
|
|
2023
Q2 | $4.67M | Buy |
89,503
+12,069
| +16% | +$629K | 0.63% | 32 |
|
|
2023
Q1 | $4.02M | Sell |
77,434
-9,037
| -10% | -$469K | 0.62% | 36 |
|
|
2022
Q4 | $4.35M | Buy |
+86,471
| New | +$4.35M | 0.54% | 41 |
|