Advocacy Wealth Management Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-150
| Closed | -$7K | – | 255 |
|
|
2017
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 221 |
|
|
2017
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 210 |
|
|
2017
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 243 |
|
|
2016
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 246 |
|
|
2016
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 298 |
|
|
2016
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 325 |
|
|
2016
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 393 |
|
|
2015
Q4 | $6K | Buy |
+150
| New | +$6K | 0.01% | 403 |
|