Heck Capital Advisors’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 |
-2,485
| Closed | -$150K | – | 113 |
|
|
2020
Q3 | $150K | Hold |
2,485
| – | – | 0.04% | 90 |
|
|
2020
Q2 | $132K | Hold |
2,485
| – | – | 0.03% | 97 |
|
|
2020
Q1 | $121K | Hold |
2,485
| – | – | 0.03% | 88 |
|
|
2019
Q4 | $143K | Hold |
2,485
| – | – | 0.03% | 93 |
|
|
2019
Q3 | $149K | Hold |
2,485
| – | – | 0.05% | 92 |
|
|
2019
Q2 | $151K | Hold |
2,485
| – | – | 0.04% | 89 |
|
|
2019
Q1 | $145K | Hold |
2,485
| – | – | 0.04% | 85 |
|
|
2018
Q4 | $134K | Hold |
2,485
| – | – | 0.05% | 85 |
|
|
2018
Q3 | $138K | Hold |
2,485
| – | – | 0.05% | 84 |
|
|
2018
Q2 | $138K | Buy |
+2,485
| New | +$138K | 0.05% | 85 |
|