9WM
UN

9258 Wealth Management’s Unilever NV New York Registry Shares UN Stock Holding History

9258 Wealth Management’s Portfolio UN Stock Details UN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-6,226
Closed -$352K – 323
2020
Q3 		$352K Buy
6,226
+37
+0.6% +$2.09K 0.13% 177
2020
Q2 		$330K Buy
6,189
+209
+3% +$11.1K 0.13% 186
2020
Q1 		$294K Sell
5,980
-327
-5% -$16.1K 0.13% 190
2019
Q4 		$362K Buy
+6,307
New +$362K 0.13% 193