CWA
UN
Cypress Wealth Advisors’s Unilever NV New York Registry Shares UN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,071
| Closed | -$500K | – | 210 |
|
|
2017
Q1 | $500K | Buy |
10,071
+243
| +2% | +$12.1K | 0.23% | 96 |
|
|
2016
Q4 | $404K | Buy |
9,828
+105
| +1% | +$4.32K | 0.18% | 111 |
|
|
2016
Q3 | $448K | Buy |
9,723
+486
| +5% | +$22.4K | 0.2% | 104 |
|
|
2016
Q2 | $434K | Buy |
9,237
+101
| +1% | +$4.75K | 0.21% | 104 |
|
|
2016
Q1 | $408K | Buy |
9,136
+200
| +2% | +$8.93K | 0.19% | 112 |
|
|
2015
Q4 | $387K | Buy |
8,936
+124
| +1% | +$5.37K | 0.2% | 106 |
|
|
2015
Q3 | $354K | Hold |
8,812
| – | – | 0.19% | 112 |
|
|
2015
Q2 | $369K | Buy |
+8,812
| New | +$369K | 0.22% | 104 |
|