WealthPLAN Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-750
| Closed | -$39.1K | – | 1112 |
|
|
2023
Q2 | $39.1K | Sell |
750
-223
| -23% | -$11.6K | 0.01% | 555 |
|
|
2023
Q1 | $50.5K | Buy |
+973
| New | +$50.5K | 0.01% | 555 |
|
|
2021
Q1 | – | Sell |
-3,932
| Closed | -$220K | – | 345 |
|
|
2020
Q4 | $220K | Buy |
+3,932
| New | +$220K | 0.02% | 304 |
|
|
2019
Q2 | – | Sell |
-10,067
| Closed | -$607K | – | 272 |
|
|
2019
Q1 | $607K | Buy |
10,067
+1,219
| +14% | +$73.5K | 0.09% | 142 |
|
|
2018
Q4 | $482K | Buy |
8,848
+539
| +6% | +$29.4K | 0.08% | 158 |
|
|
2018
Q3 | $452K | Buy |
8,309
+1,195
| +17% | +$65K | 0.08% | 156 |
|
|
2018
Q2 | $393K | Buy |
7,114
+411
| +6% | +$22.7K | 0.08% | 166 |
|
|
2018
Q1 | $372K | Buy |
+6,703
| New | +$372K | 0.08% | 170 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$24.6K | – | 409 |
|
|
2017
Q1 | $24.6K | Buy |
+500
| New | +$24.6K | 0.09% | 166 |
|
|
2016
Q3 | $48.8K | Sell |
1,022
-586
| -36% | -$28K | 0.02% | 340 |
|
|
2016
Q2 | $38.6K | Buy |
+1,608
| New | +$38.6K | ﹤0.01% | 1045 |
|
|
2015
Q4 | $44 | Buy |
+1,000
| New | +$44 | ﹤0.01% | 1668 |
|