WIP
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Wellesley Investment Partners’s Unilever UL Stock Holding History

Wellesley Investment Partners’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
2019
Q2 		– Sell
-3,340
Closed -$216K – 124
2019
Q1 		$216K Buy
+3,340
New +$203K 0.07% 116
2018
Q4 		– Sell
-3,340
Closed -$206K – 133
2018
Q3 		$206K Hold
3,340
– – 0.07% 124
2018
Q2 		$207K Buy
+3,340
New +$208K 0.07% 127
2018
Q1 		– Sell
-3,340
Closed -$207K – 134
2017
Q4 		$207K Hold
3,340
– – 0.08% 124
2017
Q3 		$217K Hold
3,340
– – 0.09% 116
2017
Q2 		$203K Buy
+3,340
New +$199K 0.09% 116

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