WIA
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Wealthstreet Investment Advisors’s Unilever UL Stock Holding History

Wealthstreet Investment Advisors’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
Q2 		– Sell
-7,556
Closed -$475K – 307
2021
Q1 		$475K Hold
7,556
– – 0.05% 249
2020
Q4 		$513K Buy
+7,556
New +$513K 0.05% 241

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