TrinityPoint Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-15,467
| Closed | -$942K | – | 254 |
|
|
2020
Q4 | $942K | Buy |
15,467
+743
| +5% | +$45.3K | 0.23% | 99 |
|
|
2020
Q3 | $908K | Buy |
14,724
+153
| +1% | +$9.44K | 0.25% | 98 |
|
|
2020
Q2 | $800K | Sell |
14,571
-106
| -0.7% | -$5.82K | 0.25% | 98 |
|
|
2020
Q1 | $742K | Buy |
14,677
+1,470
| +11% | +$74.3K | 0.29% | 94 |
|
|
2019
Q4 | $755K | Sell |
13,207
-1,421
| -10% | -$81.2K | 0.25% | 104 |
|
|
2019
Q3 | $863K | Buy |
+14,628
| New | +$863K | 0.3% | 89 |
|