Carson Wealth (CWM LLC)’s Unilever NV New York Registry Shares UN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,392
| Closed | -$75K | – | 3483 |
|
|
2018
Q4 | $75K | Buy |
1,392
+387
| +39% | +$20.9K | ﹤0.01% | 780 |
|
|
2018
Q3 | $56K | Buy |
1,005
+471
| +88% | +$26.2K | ﹤0.01% | 727 |
|
|
2018
Q2 | $30K | Hold |
534
| – | – | ﹤0.01% | 745 |
|
|
2018
Q1 | $30K | Sell |
534
-37
| -6% | -$2.08K | ﹤0.01% | 646 |
|
|
2017
Q4 | $32K | Sell |
571
-83
| -13% | -$4.65K | ﹤0.01% | 612 |
|
|
2017
Q3 | $39K | Buy |
654
+584
| +834% | +$34.8K | ﹤0.01% | 566 |
|
|
2017
Q2 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 938 |
|
|
2016
Q1 | – | Sell |
-41
| Closed | -$2K | – | 860 |
|
|
2015
Q4 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 619 |
|
|
2014
Q1 | – | Sell |
-777
| Closed | -$31K | – | 582 |
|
|
2013
Q4 | $31K | Buy |
777
+129
| +20% | +$5.15K | ﹤0.01% | 300 |
|
|
2013
Q3 | $24K | Buy |
+648
| New | +$24K | 0.01% | 254 |
|