Waddell & Associates’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,960
| Closed | -$258K | – | 175 |
|
|
2023
Q1 | $258K | Sell |
4,960
-280
| -5% | -$14.5K | 0.04% | 130 |
|
|
2022
Q4 | $264K | Buy |
5,240
+170
| +3% | +$8.56K | 0.04% | 119 |
|
|
2022
Q3 | $222K | Sell |
5,070
-115
| -2% | -$5.04K | 0.04% | 126 |
|
|
2022
Q2 | $238K | Buy |
+5,185
| New | +$238K | 0.05% | 119 |
|