Wealthcare Advisory Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,368
| Closed | -$76K | – | 1782 |
|
|
2021
Q1 | $76K | Buy |
+1,368
| New | +$76K | 0.01% | 754 |
|
|
2020
Q2 | – | Sell |
-622
| Closed | -$31K | – | 1284 |
|
|
2020
Q1 | $31K | Buy |
622
+3
| +0.5% | +$150 | ﹤0.01% | 616 |
|
|
2019
Q4 | $35K | Buy |
619
+3
| +0.5% | +$170 | ﹤0.01% | 628 |
|
|
2019
Q3 | $37K | Buy |
616
+2
| +0.3% | +$120 | 0.01% | 603 |
|
|
2019
Q2 | $38K | Buy |
614
+2
| +0.3% | +$124 | 0.01% | 569 |
|
|
2019
Q1 | $35K | Buy |
612
+3
| +0.5% | +$172 | 0.01% | 538 |
|
|
2018
Q4 | $32K | Buy |
609
+2
| +0.3% | +$105 | 0.01% | 530 |
|
|
2018
Q3 | $33K | Buy |
607
+3
| +0.5% | +$163 | 0.01% | 562 |
|
|
2018
Q2 | $33K | Buy |
604
+3
| +0.5% | +$164 | 0.01% | 556 |
|
|
2018
Q1 | $33K | Sell |
601
-1,104
| -65% | -$60.6K | 0.01% | 474 |
|
|
2017
Q4 | $94K | Buy |
1,705
+3
| +0.2% | +$165 | 0.02% | 268 |
|
|
2017
Q3 | $99K | Buy |
+1,702
| New | +$99K | 0.03% | 216 |
|