Telemus Capital’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-13,150
| Closed | -$707K | – | 383 |
|
2021
Q4 | $707K | Sell |
13,150
-376
| -3% | -$20.2K | 0.06% | 210 |
|
2021
Q3 | $733K | Buy |
13,526
+1,553
| +13% | +$84.2K | 0.06% | 203 |
|
2021
Q2 | $700K | Buy |
11,973
+1,000
| +9% | +$58.5K | 0.05% | 217 |
|
2021
Q1 | $618K | Buy |
10,973
+2,952
| +37% | +$166K | 0.04% | 256 |
|
2020
Q4 | $484K | Buy |
+8,021
| New | +$484K | 0.04% | 259 |
|
2018
Q1 | – | Sell |
-25
| Closed | -$1K | – | 553 |
|
2017
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 589 |
|