BWA

Burt Wealth Advisors’s Unilever UL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-132	Closed	-$8K	–	349
2020 Q4	$8K	Hold	132	–	–	﹤0.01%	295
2020 Q3	$8K	Hold	132	–	–	﹤0.01%	295
2020 Q2	$7K	Hold	132	–	–	﹤0.01%	285
2020 Q1	$7K	Hold	132	–	–	﹤0.01%	292
2019 Q4	$8K	Hold	132	–	–	﹤0.01%	283
2019 Q3	$8K	Hold	132	–	–	﹤0.01%	285
2019 Q2	$8K	Hold	132	–	–	﹤0.01%	282
2019 Q1	$8K	Hold	132	–	–	﹤0.01%	287
2018 Q4	$7K	Hold	132	–	–	﹤0.01%	294
2018 Q3	$7K	Hold	132	–	–	﹤0.01%	311
2018 Q2	$7K	Hold	132	–	–	﹤0.01%	301
2018 Q1	$7K	Hold	132	–	–	﹤0.01%	303
2017 Q4	$7K	Buy	132 +42	+47%	+$2.23K	﹤0.01%	293
2017 Q3	$5K	Sell	90 -450	-83%	-$25K	﹤0.01%	300
2017 Q2	$29K	Hold	540	–	–	0.02%	230
2017 Q1	$27K	Hold	540	–	–	0.02%	213
2016 Q4	$22K	Hold	540	–	–	0.02%	226
2016 Q3	$25K	Hold	540	–	–	0.03%	206
2016 Q2	$25K	Sell	540 -11	-2%	-$509	0.03%	198
2016 Q1	$25K	Buy	551 +11	+2%	+$499	0.02%	225
2015 Q4	$23K	Hold	540	–	–	0.02%	195
2015 Q3	$22K	Hold	540	–	–	0.03%	178
2015 Q2	$23K	Hold	540	–	–	0.03%	189
2015 Q1	$24K	Hold	540	–	–	0.02%	179
2014 Q4	$22K	Buy	+540	New	+$22K	0.02%	186