Thomas J. Herzfeld Advisors’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 |
-41
| Closed | -$2K | – | 358 |
|
|
2021
Q4 | $2K | Buy |
41
+13
| +46% | +$634 | ﹤0.01% | 354 |
|
|
2021
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 338 |
|
|
2021
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 350 |
|
|
2021
Q1 | $2K | Sell |
28
-710
| -96% | -$50.7K | ﹤0.01% | 350 |
|
|
2020
Q4 | $45K | Buy |
+738
| New | +$45K | 0.02% | 148 |
|