TCI Wealth Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-124
| Closed | -$7.27K | – | 2121 |
|
|
2023
Q1 | $7.27K | Hold |
124
| – | – | ﹤0.01% | 1283 |
|
|
2022
Q4 | $7.05K | Hold |
124
| – | – | ﹤0.01% | 1307 |
|
|
2022
Q3 | $6K | Hold |
124
| – | – | ﹤0.01% | 1387 |
|
|
2022
Q2 | $6K | Hold |
124
| – | – | ﹤0.01% | 1414 |
|
|
2022
Q1 | $6K | Hold |
124
| – | – | ﹤0.01% | 1472 |
|
|
2021
Q4 | $8K | Hold |
124
| – | – | ﹤0.01% | 1377 |
|
|
2021
Q3 | $8K | Hold |
124
| – | – | ﹤0.01% | 1303 |
|
|
2021
Q2 | $8K | Hold |
124
| – | – | ﹤0.01% | 1144 |
|
|
2021
Q1 | $8K | Sell |
124
-16
| -11% | -$1.02K | ﹤0.01% | 1010 |
|
|
2020
Q4 | $9K | Buy |
140
+16
| +13% | +$1.09K | ﹤0.01% | 692 |
|
|
2020
Q3 | $9K | Hold |
124
| – | – | ﹤0.01% | 614 |
|
|
2020
Q2 | $8K | Sell |
124
-336
| -73% | -$20.1K | ﹤0.01% | 639 |
|
|
2020
Q1 | $26K | Sell |
460
-335
| -42% | -$21K | 0.01% | 417 |
|
|
2019
Q4 | $51K | Buy |
795
+335
| +73% | +$22.3K | 0.02% | 384 |
|
|
2019
Q3 | $31K | Hold |
460
| – | – | 0.01% | 415 |
|
|
2019
Q2 | $32K | Hold |
460
| – | – | 0.01% | 391 |
|
|
2019
Q1 | $30K | Hold |
460
| – | – | 0.01% | 431 |
|
|
2018
Q4 | $27K | Hold |
460
| – | – | 0.01% | 429 |
|
|
2018
Q3 | $28K | Hold |
460
| – | – | 0.01% | 433 |
|
|
2018
Q2 | $29K | Hold |
460
| – | – | 0.01% | 414 |
|
|
2018
Q1 | $29K | Hold |
460
| – | – | 0.01% | 417 |
|
|
2017
Q4 | $29K | Hold |
460
| – | – | 0.01% | 429 |
|
|
2017
Q3 | $30K | Hold |
460
| – | – | 0.01% | 398 |
|
|
2017
Q2 | $28K | Hold |
460
| – | – | 0.01% | 405 |
|
|
2017
Q1 | $26K | Buy |
460
+336
| +271% | +$17K | 0.01% | 409 |
|
|
2016
Q4 | $6K | Sell |
124
-152
| -55% | -$7.08K | ﹤0.01% | 744 |
|
|
2016
Q3 | $15K | Hold |
276
| – | – | 0.01% | 492 |
|
|
2016
Q2 | $15K | Sell |
276
-208
| -43% | -$10.7K | 0.01% | 487 |
|
|
2016
Q1 | $25K | Buy |
484
+208
| +75% | +$10.1K | 0.01% | 406 |
|
|
2015
Q4 | $13K | Buy |
276
+56
| +25% | +$2.73K | 0.01% | 522 |
|
|
2015
Q3 | $10K | Buy |
+220
| New | +$10.5K | 0.01% | 516 |
|
|
2014
Q4 | – | Sell |
-324
| Closed | -$15K | – | 929 |
|
|
2014
Q3 | $15K | Hold |
324
| – | – | 0.01% | 380 |
|
|
2014
Q2 | $17K | Hold |
324
| – | – | 0.01% | 373 |
|
|
2014
Q1 | $16K | Hold |
324
| – | – | 0.01% | 353 |
|
|
2013
Q4 | $15K | Hold |
324
| – | – | 0.01% | 372 |
|
|
2013
Q3 | $0 | Sell |
324
-638
| -66% | -$28.9K | ﹤0.01% | 838 |
|
|
2013
Q2 | $44K | Buy |
+962
| New | +$45.7K | 0.03% | 232 |
|
Other funds holding UL
