Global Retirement Partners’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 |
-770
| Closed | -$47K | – | 1845 |
|
2020
Q3 | $47K | Hold |
770
| – | – | 0.01% | 660 |
|
2020
Q2 | $41K | Buy |
770
+54
| +8% | +$2.88K | 0.01% | 697 |
|
2020
Q1 | $35K | Hold |
716
| – | – | 0.01% | 654 |
|
2019
Q4 | $41K | Sell |
716
-33
| -4% | -$1.89K | 0.01% | 698 |
|
2019
Q3 | $45K | Hold |
749
| – | – | 0.01% | 650 |
|
2019
Q2 | $45K | Buy |
749
+703
| +1,528% | +$42.2K | 0.01% | 638 |
|
2019
Q1 | $3K | Hold |
46
| – | – | ﹤0.01% | 1376 |
|
2018
Q4 | $2K | Hold |
46
| – | – | ﹤0.01% | 1370 |
|
2018
Q3 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 1372 |
|
2017
Q2 | – | Sell |
-150
| Closed | -$7K | – | 1202 |
|
2017
Q1 | $7K | Buy |
150
+25
| +20% | +$1.17K | ﹤0.01% | 855 |
|
2016
Q4 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 867 |
|