WealthTrust-Arizona’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $38K | Sell |
725
-4
| -0.5% | -$210 | 0.02% | 184 |
|
2018
Q3 | $40K | Sell |
729
-4
| -0.5% | -$219 | 0.02% | 193 |
|
2018
Q2 | $41K | Sell |
733
-66
| -8% | -$3.69K | 0.02% | 175 |
|
2018
Q1 | $44K | Hold |
799
| – | – | 0.02% | 175 |
|
2017
Q4 | $44K | Hold |
799
| – | – | 0.02% | 181 |
|
2017
Q3 | $46K | Hold |
799
| – | – | 0.02% | 171 |
|
2017
Q2 | $43K | Hold |
799
| – | – | 0.02% | 174 |
|
2017
Q1 | $39K | Hold |
799
| – | – | 0.02% | 180 |
|
2016
Q4 | $33K | Hold |
799
| – | – | 0.02% | 189 |
|
2016
Q3 | $38K | Hold |
799
| – | – | 0.02% | 174 |
|
2016
Q2 | $38K | Hold |
799
| – | – | 0.02% | 173 |
|
2016
Q1 | $36K | Hold |
799
| – | – | 0.02% | 177 |
|
2015
Q4 | $34K | Hold |
799
| – | – | 0.02% | 191 |
|
2015
Q3 | $33K | Buy |
799
+89
| +13% | +$3.68K | 0.02% | 198 |
|
2015
Q2 | $31K | Buy |
710
+240
| +51% | +$10.5K | 0.02% | 217 |
|
2015
Q1 | $20K | Hold |
470
| – | – | 0.01% | 286 |
|
2014
Q4 | $19K | Hold |
470
| – | – | 0.02% | 295 |
|
2014
Q3 | $20K | Hold |
470
| – | – | 0.02% | 283 |
|
2014
Q2 | $21K | Sell |
470
-12
| -2% | -$536 | 0.02% | 277 |
|
2014
Q1 | $21K | Hold |
482
| – | – | 0.02% | 280 |
|
2013
Q4 | $20K | Sell |
482
-4
| -0.8% | -$166 | 0.02% | 271 |
|
2013
Q3 | $19K | Hold |
486
| – | – | 0.02% | 250 |
|
2013
Q2 | $20K | Buy |
+486
| New | +$20K | 0.03% | 234 |
|