DWA
UN
Dougherty Wealth Advisers’s Unilever NV New York Registry Shares UN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-662
| Closed | -$38K | – | 179 |
|
|
2019
Q4 | $38K | Hold |
662
| – | – | 0.12% | 128 |
|
|
2019
Q3 | $40K | Hold |
662
| – | – | 0.13% | 125 |
|
|
2019
Q2 | $40K | Hold |
662
| – | – | 0.11% | 143 |
|
|
2019
Q1 | $39K | Hold |
662
| – | – | 0.13% | 124 |
|
|
2018
Q4 | $36K | Buy |
+662
| New | +$36K | 0.12% | 131 |
|