Wintrust Investments’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-349
| Closed | -$22K | – | 508 |
|
|
2024
Q3 | $22K | Sell |
349
-3,329
| -91% | -$210K | 0.02% | 468 |
|
|
2024
Q2 | $202K | Buy |
+3,678
| New | +$202K | 0.02% | 453 |
|
|
2024
Q1 | – | Sell |
-5,068
| Closed | -$246K | – | 484 |
|
|
2023
Q4 | $246K | Buy |
5,068
+8
| +0.2% | +$388 | 0.02% | 381 |
|
|
2023
Q3 | $250K | Buy |
5,060
+3
| +0.1% | +$148 | 0.03% | 353 |
|
|
2023
Q2 | $264K | Buy |
5,057
+54
| +1% | +$2.82K | 0.03% | 360 |
|
|
2023
Q1 | $260K | Buy |
5,003
+2
| +0% | +$104 | 0.03% | 293 |
|
|
2022
Q4 | $252K | Buy |
+5,001
| New | +$252K | 0.03% | 314 |
|