Avidian Wealth Enterprises’s Unilever NV New York Registry Shares UN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-7,877
| Closed | -$476K | – | 341 |
|
2020
Q3 | $476K | Buy |
7,877
+1,583
| +25% | +$95.7K | 0.05% | 163 |
|
2020
Q2 | $335K | Buy |
6,294
+695
| +12% | +$37K | 0.05% | 175 |
|
2020
Q1 | $273K | Sell |
5,599
-295
| -5% | -$14.4K | 0.04% | 150 |
|
2019
Q4 | $339K | Buy |
5,894
+569
| +11% | +$32.7K | 0.05% | 162 |
|
2019
Q3 | $320K | Sell |
5,325
-639
| -11% | -$38.4K | 0.05% | 143 |
|
2019
Q2 | $362K | Buy |
5,964
+2,003
| +51% | +$122K | 0.09% | 86 |
|
2019
Q1 | $231K | Buy |
+3,961
| New | +$231K | 0.05% | 112 |
|