Tiedemann Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $232K | Buy |
+4,688
| New | +$232K | 0.01% | 249 |
|
2021
Q3 | – | Sell |
-5,193
| Closed | -$304K | – | 360 |
|
2021
Q2 | $304K | Sell |
5,193
-361
| -6% | -$21.1K | 0.01% | 285 |
|
2021
Q1 | $310K | Buy |
5,554
+714
| +15% | +$39.9K | 0.01% | 268 |
|
2020
Q4 | $291K | Buy |
+4,840
| New | +$291K | 0.01% | 261 |
|
2019
Q2 | – | Sell |
-15,791
| Closed | -$912K | – | 419 |
|
2019
Q1 | $912K | Buy |
15,791
+695
| +5% | +$40.1K | 0.04% | 226 |
|
2018
Q4 | $786K | Buy |
+15,096
| New | +$786K | 0.04% | 235 |
|
2017
Q2 | – | Sell |
-11,324
| Closed | -$561K | – | 455 |
|
2017
Q1 | $561K | Buy |
+11,324
| New | +$561K | 0.05% | 253 |
|