TrueWealth LLC’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $25K | Hold |
460
| – | – | 0.01% | 356 |
|
|
2020
Q1 | $23K | Hold |
460
| – | – | 0.01% | 342 |
|
|
2019
Q4 | $26K | Hold |
460
| – | – | 0.01% | 348 |
|
|
2019
Q3 | $28K | Hold |
460
| – | – | 0.01% | 331 |
|
|
2019
Q2 | $29K | Hold |
460
| – | – | 0.01% | 329 |
|
|
2019
Q1 | $27K | Hold |
460
| – | – | 0.01% | 337 |
|
|
2018
Q4 | $24K | Sell |
460
-283
| -38% | -$14.8K | 0.01% | 339 |
|
|
2018
Q3 | $41K | Hold |
743
| – | – | 0.02% | 294 |
|
|
2018
Q2 | $41K | Hold |
743
| – | – | 0.02% | 288 |
|
|
2018
Q1 | $41K | Sell |
743
-268
| -27% | -$14.8K | 0.02% | 280 |
|
|
2017
Q4 | $56K | Buy |
+1,011
| New | +$56K | 0.03% | 278 |
|