EWM
UN
Evercore Wealth Management’s Unilever NV New York Registry Shares UN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-7,929
| Closed | -$318K | – | 1118 |
|
|
2015
Q3 | $318K | Sell |
7,929
-1,100
| -12% | -$44.1K | 0.02% | 322 |
|
|
2015
Q2 | $376K | Hold |
9,029
| – | – | 0.02% | 315 |
|
|
2015
Q1 | $376K | Sell |
9,029
-500
| -5% | -$20.8K | 0.02% | 317 |
|
|
2014
Q4 | $373K | Hold |
9,529
| – | – | 0.02% | 284 |
|
|
2014
Q3 | $379K | Hold |
9,529
| – | – | 0.02% | 304 |
|
|
2014
Q2 | $416K | Sell |
9,529
-110
| -1% | -$4.8K | 0.02% | 296 |
|
|
2014
Q1 | $399K | Buy |
9,639
+1,400
| +17% | +$58K | 0.02% | 286 |
|
|
2013
Q4 | $332K | Sell |
8,239
-2
| -0% | -$81 | 0.02% | 313 |
|
|
2013
Q3 | $313K | Buy |
8,241
+191
| +2% | +$7.25K | 0.02% | 343 |
|
|
2013
Q2 | $316K | Buy |
+8,050
| New | +$316K | 0.02% | 346 |
|