B. Riley Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-2,162
| Closed | -$90K | – | 1026 |
|
2015
Q2 | $90K | Buy |
2,162
+5
| +0.2% | +$208 | 0.07% | 294 |
|
2015
Q1 | $90K | Buy |
2,157
+256
| +13% | +$10.7K | 0.07% | 306 |
|
2014
Q4 | $74K | Sell |
1,901
-794
| -29% | -$30.9K | 0.06% | 323 |
|
2014
Q3 | $106K | Buy |
2,695
+7
| +0.3% | +$275 | 0.08% | 284 |
|
2014
Q2 | $117K | Buy |
2,688
+1,606
| +148% | +$69.9K | 0.08% | 324 |
|
2014
Q1 | $44K | Buy |
+1,082
| New | +$44K | 0.03% | 466 |
|