Catamount Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $47K | Hold |
800
| – | – | 0.03% | 90 |
|
|
2018
Q4 | $43K | Hold |
800
| – | – | 0.03% | 74 |
|
|
2018
Q3 | $44K | Hold |
800
| – | – | 0.02% | 86 |
|
|
2018
Q2 | $45K | Hold |
800
| – | – | 0.02% | 83 |
|
|
2018
Q1 | $45K | Hold |
800
| – | – | 0.02% | 82 |
|
|
2017
Q4 | $45K | Hold |
800
| – | – | 0.03% | 83 |
|
|
2017
Q3 | $47K | Hold |
800
| – | – | 0.03% | 80 |
|
|
2017
Q2 | $44K | Hold |
800
| – | – | 0.03% | 90 |
|
|
2017
Q1 | $40K | Hold |
800
| – | – | 0.03% | 89 |
|
|
2016
Q4 | $33K | Sell |
800
-200
| -20% | -$8.25K | 0.03% | 85 |
|
|
2016
Q3 | $46K | Hold |
1,000
| – | – | 0.04% | 72 |
|
|
2016
Q2 | $47K | Hold |
1,000
| – | – | 0.05% | 50 |
|
|
2016
Q1 | $45K | Hold |
1,000
| – | – | 0.05% | 51 |
|
|
2015
Q4 | $43K | Sell |
1,000
-820
| -45% | -$35.3K | 0.04% | 53 |
|
|
2015
Q3 | $73K | Hold |
1,820
| – | – | 0.07% | 39 |
|
|
2015
Q2 | $76K | Hold |
1,820
| – | – | 0.06% | 53 |
|
|
2015
Q1 | $76K | Hold |
1,820
| – | – | 0.06% | 46 |
|
|
2014
Q4 | $71K | Buy |
+1,820
| New | +$71K | 0.07% | 44 |
|