CWM
UN

Concert Wealth Management’s Unilever NV New York Registry Shares UN Stock Holding History

Concert Wealth Management’s Portfolio UN Stock Details UN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-5,661
Closed -$250K – 747
2016
Q1 		$250K Sell
5,661
-1,338
-19% -$59.1K 0.03% 519
2015
Q4 		$301K Sell
6,999
-5,268
-43% -$227K 0.04% 471
2015
Q3 		$493K Buy
12,267
+790
+7% +$31.7K 0.07% 362
2015
Q2 		$480K Buy
+11,477
New +$480K 0.06% 370