| Stock | Sector / Industry | P/L % | MPV |
|
|---|---|---|---|---|
|
|
WTB.L
Whitbread |
Consumer Cyclical / Lodging | 89.21% | £132,445.36 |
|
|
SHEL.L
Shell |
Energy / Oil & Gas Integrated | 75.42% | £122,795.18 |
|
|
LYG
Lloyds Bank |
Financial Services / Banks - Regional | 67.80% | £117,461.30 |
|
|
NG.L
National Grid |
Utilities / Utilities - Regulated Electric | 12.58% | £78,807.08 |
|
|
ULVR.L
Unilever |
Consumer Defensive / Household & Personal Products | 9.75% | £76,822.59 |
| Since | Company | Active | Companies House |
|---|---|---|---|
| May 2010 | Johnson Brothers And | ✓ | |
| May 2010 |
|
Ceased 8th Apr '25 | |
| May 2012 |
|
Ceased 8th Apr '25 | |
| Feb 2015 |
|
Ceased 8th Apr '25 | |
| Sep 2015 |
|
Ceased 8th Apr '25 | |
| Dec 2016 |
|
Ceased 8th Apr '25 | |
| Dec 2017 | JBDLS Limited | ✓ | |
| Apr 2017 |
|
Ceased 8th Apr '25 | Link |
| Jun 2019 | Green River Capital Partners | ✓ | Link |
| Jul 2019 |
|
Ceased 8th Apr '25 | |
| Aug 2020 |
|
Ceased 8th Apr '25 |
| Filed | Name | Amount | Type | Corporate | Companies House | |
|---|---|---|---|---|---|---|
| None declared | ||||||
| Filed | Destination | Amount | |||
|---|---|---|---|---|---|
| None declared | |||||