Glassman Wealth Services’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-160
| Closed | -$10K | – | 1605 |
|
2020
Q3 | $10K | Buy |
160
+94
| +142% | +$5.88K | ﹤0.01% | 629 |
|
2020
Q2 | $4K | Buy |
66
+49
| +288% | +$2.97K | ﹤0.01% | 715 |
|
2020
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1076 |
|
2019
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1135 |
|
2019
Q1 | – | Sell |
-162
| Closed | -$9K | – | 1309 |
|
2018
Q4 | $9K | Hold |
162
| – | – | ﹤0.01% | 380 |
|
2018
Q3 | $9K | Buy |
+162
| New | +$9K | ﹤0.01% | 415 |
|
2017
Q1 | – | Sell |
-35
| Closed | -$1K | – | 764 |
|
2016
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 604 |
|