Welch Investments’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $4.7M | Buy |
85,002
+292
| +0.3% | +$16.2K | 2.99% | 25 |
|
|
2017
Q3 | $4.91M | Sell |
84,710
-2,682
| -3% | -$155K | 3.38% | 5 |
|
|
2017
Q2 | $4.73M | Sell |
87,392
-1,177
| -1% | -$63.7K | 3.52% | 4 |
|
|
2017
Q1 | $4.37M | Buy |
88,569
+5,468
| +7% | +$270K | 3.47% | 2 |
|
|
2016
Q4 | $3.38M | Buy |
+83,101
| New | +$3.38M | 2.96% | 26 |
|