BWA
UN
BDO Wealth Advisors’s Unilever NV New York Registry Shares UN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,810
| Closed | -$351K | – | 1029 |
|
|
2020
Q3 | $351K | Sell |
5,810
-71
| -1% | -$4.29K | 0.06% | 159 |
|
|
2020
Q2 | $313K | Sell |
5,881
-483
| -8% | -$25.7K | 0.06% | 172 |
|
|
2020
Q1 | $310K | Sell |
6,364
-258
| -4% | -$12.6K | 0.06% | 157 |
|
|
2019
Q4 | $381K | Buy |
6,622
+14
| +0.2% | +$805 | 0.1% | 123 |
|
|
2019
Q3 | $397K | Buy |
6,608
+282
| +4% | +$16.9K | 0.1% | 130 |
|
|
2019
Q2 | $384K | Buy |
6,326
+753
| +14% | +$45.7K | 0.1% | 124 |
|
|
2019
Q1 | $325K | Buy |
5,573
+1,061
| +24% | +$61.9K | 0.09% | 132 |
|
|
2018
Q4 | $243K | Buy |
4,512
+1,310
| +41% | +$70.6K | 0.08% | 134 |
|
|
2018
Q3 | $178K | Buy |
3,202
+200
| +7% | +$11.1K | 0.06% | 167 |
|
|
2018
Q2 | $167K | Buy |
3,002
+554
| +23% | +$30.8K | 0.06% | 167 |
|
|
2018
Q1 | $138K | Buy |
2,448
+608
| +33% | +$34.3K | 0.05% | 155 |
|
|
2017
Q4 | $104K | Buy |
1,840
+250
| +16% | +$14.1K | 0.05% | 152 |
|
|
2017
Q3 | $94K | Hold |
1,590
| – | – | 0.05% | 141 |
|
|
2017
Q2 | $88K | Buy |
+1,590
| New | +$88K | 0.04% | 181 |
|