Berman Capital Advisors’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 |
-4,681
| Closed | -$282K | – | 1934 |
|
|
2020
Q3 | $282K | Sell |
4,681
-1,112
| -19% | -$67K | 0.08% | 115 |
|
|
2020
Q2 | $307K | Sell |
5,793
-1,410
| -20% | -$74.7K | 0.08% | 95 |
|
|
2020
Q1 | $349K | Buy |
7,203
+1,967
| +38% | +$95.3K | 0.11% | 78 |
|
|
2019
Q4 | $300K | Buy |
5,236
+1
| +0% | +$57 | 0.09% | 106 |
|
|
2019
Q3 | $313K | Buy |
5,235
+66
| +1% | +$3.95K | 0.1% | 98 |
|
|
2019
Q2 | $313K | Buy |
5,169
+860
| +20% | +$52.1K | 0.1% | 99 |
|
|
2019
Q1 | $250K | Sell |
4,309
-118
| -3% | -$6.85K | 0.08% | 112 |
|
|
2018
Q4 | $237K | Buy |
+4,427
| New | +$237K | 0.09% | 93 |
|