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WealthShield Partners’s Unilever UL Stock Holding History

WealthShield Partners’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,091
Closed -$72K – 713
2021
Q2 		$72K Sell
1,091
-137
-11% -$9.11K 0.01% 410
2021
Q1 		$77K Buy
+1,228
New +$78.2K 0.01% 383

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WealthShield Partners's UL Position: Q3 2021 in Review

WealthShield Partners sold out of Unilever (UL) in Q3 2021, closing a stake of 1,091 shares — an estimated $72K sold.

WealthShield Partners first reported a position in UL in Q1 2021 and held it in 2 quarters. The position peaked at $77K in Q1 2021. 1,004 funds tracked by Wall St. Rank hold UL as of Q3 2021.

  • WealthShield Partners reported no remaining Unilever position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,091 Unilever shares in Q3 2021, an estimated $72K.
  • WealthShield Partners first reported a position in Unilever in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Unilever position peaked at $77K in Q1 2021.
  • 1,004 funds tracked by Wall St. Rank held Unilever as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.