TD Ameritrade Investment Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-285
| Closed | -$15K | – | 458 |
|
2023
Q2 | $15K | Sell |
285
-59
| -17% | -$3.11K | ﹤0.01% | 316 |
|
2023
Q1 | $18K | Sell |
344
-89
| -21% | -$4.66K | ﹤0.01% | 323 |
|
2022
Q4 | $22K | Sell |
433
-377
| -47% | -$19.2K | ﹤0.01% | 319 |
|
2022
Q3 | $36K | Sell |
810
-4
| -0.5% | -$178 | ﹤0.01% | 297 |
|
2022
Q2 | $37K | Sell |
814
-227
| -22% | -$10.3K | ﹤0.01% | 325 |
|
2022
Q1 | $47K | Buy |
1,041
+79
| +8% | +$3.57K | ﹤0.01% | 360 |
|
2021
Q4 | $52K | Buy |
962
+420
| +77% | +$22.7K | ﹤0.01% | 343 |
|
2021
Q3 | $33K | Sell |
542
-447
| -45% | -$27.2K | ﹤0.01% | 358 |
|
2021
Q2 | $58K | Buy |
989
+447
| +82% | +$26.2K | ﹤0.01% | 329 |
|
2021
Q1 | $33K | Hold |
542
| – | – | ﹤0.01% | 364 |
|
2020
Q4 | $33K | Hold |
542
| – | – | ﹤0.01% | 364 |
|
2020
Q3 | $33K | Buy |
542
+34
| +7% | +$2.07K | ﹤0.01% | 358 |
|
2020
Q2 | $28K | Hold |
508
| – | – | ﹤0.01% | 360 |
|
2020
Q1 | $26K | Sell |
508
-70
| -12% | -$3.58K | ﹤0.01% | 343 |
|
2019
Q4 | $33K | Buy |
578
+420
| +266% | +$24K | ﹤0.01% | 352 |
|
2019
Q3 | $9K | Buy |
+158
| New | +$9K | ﹤0.01% | 459 |
|