Westwood Holdings Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,822
| Closed | -$104K | – | 513 |
|
|
2019
Q4 | $104K | Buy |
+1,822
| New | +$104K | ﹤0.01% | 485 |
|
|
2017
Q1 | – | Sell |
-207,639
| Closed | -$8.45M | – | 421 |
|
|
2016
Q4 | $8.45M | Sell |
207,639
-12,561
| -6% | -$511K | 0.07% | 207 |
|
|
2016
Q3 | $10.4M | Sell |
220,200
-3,798
| -2% | -$180K | 0.09% | 181 |
|
|
2016
Q2 | $10.7M | Sell |
223,998
-3,517
| -2% | -$168K | 0.1% | 181 |
|
|
2016
Q1 | $10.3M | Buy |
+227,515
| New | +$10.3M | 0.09% | 175 |
|