YorkBridge Wealth Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,775
| Closed | -$400K | – | 293 |
|
|
2022
Q1 | $400K | Buy |
8,775
+66
| +0.8% | +$3.01K | 0.09% | 179 |
|
|
2021
Q4 | $468K | Sell |
8,709
-363
| -4% | -$19.5K | 0.1% | 149 |
|
|
2021
Q3 | $492K | Buy |
9,072
+572
| +7% | +$31K | 0.12% | 130 |
|
|
2021
Q2 | $497K | Buy |
8,500
+392
| +5% | +$22.9K | 0.13% | 125 |
|
|
2021
Q1 | $453K | Buy |
8,108
+1,446
| +22% | +$80.8K | 0.13% | 125 |
|
|
2020
Q4 | $402K | Buy |
6,662
+1,000
| +18% | +$60.3K | 0.13% | 123 |
|
|
2020
Q3 | $349K | Buy |
5,662
+186
| +3% | +$11.5K | 0.15% | 122 |
|
|
2020
Q2 | $301K | Buy |
5,476
+1,185
| +28% | +$65.1K | 0.14% | 132 |
|
|
2020
Q1 | $217K | Sell |
4,291
-392
| -8% | -$19.8K | 0.13% | 147 |
|
|
2019
Q4 | $268K | Sell |
4,683
-691
| -13% | -$39.5K | 0.12% | 151 |
|
|
2019
Q3 | $323K | Sell |
5,374
-105
| -2% | -$6.31K | 0.16% | 126 |
|
|
2019
Q2 | $340K | Sell |
5,479
-70
| -1% | -$4.34K | 0.15% | 126 |
|
|
2019
Q1 | $320K | Buy |
5,549
+142
| +3% | +$8.19K | 0.15% | 128 |
|
|
2018
Q4 | $283K | Sell |
5,407
-139
| -3% | -$7.28K | 0.15% | 129 |
|
|
2018
Q3 | $306K | Hold |
5,546
| – | – | 0.14% | 135 |
|
|
2018
Q2 | $307K | Buy |
5,546
+1,092
| +25% | +$60.4K | 0.13% | 141 |
|
|
2018
Q1 | $248K | Buy |
4,454
+593
| +15% | +$33K | 0.11% | 161 |
|
|
2017
Q4 | $208K | Buy |
3,861
+472
| +14% | +$25.4K | 0.1% | 172 |
|
|
2017
Q3 | $196K | Buy |
3,389
+6
| +0.2% | +$347 | 0.1% | 175 |
|
|
2017
Q2 | $182K | Buy |
3,383
+613
| +22% | +$33K | 0.1% | 179 |
|
|
2017
Q1 | $143K | Sell |
2,770
-104
| -4% | -$5.37K | 0.07% | 197 |
|
|
2016
Q4 | $115K | Buy |
+2,874
| New | +$115K | 0.07% | 224 |
|