BSW Wealth Partners’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 |
-4,295
| Closed | -$259K | – | 191 |
|
|
2020
Q3 | $259K | Buy |
4,295
+456
| +12% | +$27.5K | 0.1% | 111 |
|
|
2020
Q2 | $205K | Buy |
+3,839
| New | +$205K | 0.07% | 133 |
|
|
2020
Q1 | – | Sell |
-3,889
| Closed | -$223K | – | 140 |
|
|
2019
Q4 | $223K | Buy |
+3,889
| New | +$223K | 0.08% | 115 |
|
|
2019
Q1 | – | Sell |
-182
| Closed | -$10K | – | 109 |
|
|
2018
Q4 | $10K | Sell |
182
-6,518
| -97% | -$358K | ﹤0.01% | 95 |
|
|
2018
Q3 | $372K | Buy |
+6,700
| New | +$372K | 0.14% | 61 |
|