Wealthspire Advisors (Maryland)’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $253K | Sell |
4,095
-894
| -18% | -$55.2K | 0.01% | 386 |
|
|
2020
Q2 | $274K | Sell |
4,989
-1,170
| -19% | -$64.3K | 0.02% | 356 |
|
|
2020
Q1 | $311K | Buy |
6,159
+19
| +0.3% | +$959 | 0.03% | 296 |
|
|
2019
Q4 | $351K | Buy |
6,140
+467
| +8% | +$26.7K | 0.02% | 343 |
|
|
2019
Q3 | $341K | Buy |
5,673
+169
| +3% | +$10.2K | 0.02% | 321 |
|
|
2019
Q2 | $341K | Sell |
5,504
-21
| -0.4% | -$1.3K | 0.03% | 322 |
|
|
2019
Q1 | $319K | Buy |
5,525
+597
| +12% | +$34.5K | 0.02% | 338 |
|
|
2018
Q4 | $257K | Sell |
4,928
-134
| -3% | -$6.99K | 0.02% | 355 |
|
|
2018
Q3 | $278K | Sell |
5,062
-14
| -0.3% | -$769 | 0.02% | 381 |
|
|
2018
Q2 | $281K | Buy |
5,076
+97
| +2% | +$5.37K | 0.03% | 382 |
|
|
2018
Q1 | $277K | Buy |
4,979
+707
| +17% | +$39.3K | 0.03% | 379 |
|
|
2017
Q4 | $236K | Buy |
4,272
+3,496
| +451% | +$193K | 0.02% | 431 |
|
|
2017
Q3 | $45K | Buy |
776
+51
| +7% | +$2.96K | ﹤0.01% | 1021 |
|
|
2017
Q2 | $39K | Buy |
725
+37
| +5% | +$1.99K | ﹤0.01% | 1032 |
|
|
2017
Q1 | $34K | Hold |
688
| – | – | ﹤0.01% | 922 |
|
|
2016
Q4 | $28K | Sell |
688
-2,038
| -75% | -$82.9K | ﹤0.01% | 930 |
|
|
2016
Q3 | $129K | Buy |
2,726
+1,624
| +147% | +$76.9K | 0.02% | 502 |
|
|
2016
Q2 | $53K | Buy |
1,102
+38
| +4% | +$1.83K | 0.01% | 721 |
|
|
2016
Q1 | $48K | Sell |
1,064
-303
| -22% | -$13.7K | 0.01% | 714 |
|
|
2015
Q4 | $59K | Buy |
+1,367
| New | +$59K | 0.01% | 672 |
|