Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,132
| Closed | -$310K | – | 1230 |
|
|
2020
Q3 | $310K | Hold |
5,132
| – | – | 0.01% | 275 |
|
|
2020
Q2 | $273K | Hold |
5,132
| – | – | 0.01% | 282 |
|
|
2020
Q1 | $250K | Buy |
5,132
+407
| +9% | +$19.9K | 0.01% | 281 |
|
|
2019
Q4 | $271K | Hold |
4,725
| – | – | 0.01% | 300 |
|
|
2019
Q3 | $284K | Buy |
+4,725
| New | +$284K | 0.01% | 293 |
|