AWM
UN
Aevitas Wealth Management’s Unilever NV New York Registry Shares UN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,931
| Closed | -$112K | – | 396 |
|
|
2019
Q1 | $112K | Sell |
1,931
-143
| -7% | -$8.29K | 0.1% | 130 |
|
|
2018
Q4 | $112K | Buy |
2,074
+4
| +0.2% | +$216 | 0.11% | 126 |
|
|
2018
Q3 | $115K | Buy |
2,070
+4
| +0.2% | +$222 | 0.1% | 133 |
|
|
2018
Q2 | $115K | Sell |
2,066
-1,772
| -46% | -$98.6K | 0.11% | 129 |
|
|
2018
Q1 | $216K | Buy |
3,838
+16
| +0.4% | +$900 | 0.22% | 99 |
|
|
2017
Q4 | $215K | Buy |
+3,822
| New | +$215K | 0.2% | 97 |
|