Wellesley Investment Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,757
| Closed | -$216K | – | 124 |
|
|
2019
Q1 | $216K | Buy |
+3,757
| New | +$216K | 0.07% | 116 |
|
|
2018
Q4 | – | Sell |
-3,757
| Closed | -$206K | – | 133 |
|
|
2018
Q3 | $206K | Hold |
3,757
| – | – | 0.07% | 124 |
|
|
2018
Q2 | $207K | Buy |
+3,757
| New | +$207K | 0.07% | 127 |
|
|
2018
Q1 | – | Sell |
-3,757
| Closed | -$207K | – | 134 |
|
|
2017
Q4 | $207K | Hold |
3,757
| – | – | 0.08% | 124 |
|
|
2017
Q3 | $217K | Hold |
3,757
| – | – | 0.09% | 116 |
|
|
2017
Q2 | $203K | Buy |
+3,757
| New | +$203K | 0.09% | 116 |
|