Cahill Financial 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
Q1 | – | Sell |
-3,734
| Closed | -$215K | – | 165 |
|
|
2019
Q4 | $215K | Hold |
3,734
| – | – | 0.08% | 153 |
|
|
2019
Q3 | $225K | Hold |
3,734
| – | – | 0.09% | 146 |
|
|
2019
Q2 | $227K | Hold |
3,734
| – | – | 0.09% | 145 |
|
|
2019
Q1 | $218K | Hold |
3,734
| – | – | 0.09% | 145 |
|
|
2018
Q4 | $201K | Sell |
3,734
-172
| -4% | -$9.26K | 0.1% | 142 |
|
|
2018
Q3 | $217K | Buy |
3,906
+2
| +0.1% | +$111 | 0.1% | 143 |
|
|
2018
Q2 | $218K | Buy |
3,904
+1
| +0% | +$56 | 0.1% | 144 |
|
|
2018
Q1 | $221K | Buy |
3,903
+134
| +4% | +$7.59K | 0.11% | 138 |
|
|
2017
Q4 | $213K | Buy |
3,769
+35
| +0.9% | +$1.98K | 0.11% | 131 |
|
|
2017
Q3 | $221K | Hold |
3,734
| – | – | 0.12% | 132 |
|
|
2017
Q2 | $207K | Buy |
+3,734
| New | +$207K | 0.11% | 135 |
|