Icon Wealth 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
Q3 | – | Sell |
-4,058
| Closed | -$216K | – | 329 |
|
|
2020
Q2 | $216K | Buy |
+4,058
| New | +$216K | 0.05% | 229 |
|
|
2019
Q2 | – | Sell |
-1,452
| Closed | -$85K | – | 912 |
|
|
2019
Q1 | $85K | Sell |
1,452
-787
| -35% | -$46.1K | 0.03% | 256 |
|
|
2018
Q4 | $120K | Sell |
2,239
-86
| -4% | -$4.61K | 0.06% | 192 |
|
|
2018
Q3 | $129K | Sell |
2,325
-472
| -17% | -$26.2K | 0.05% | 226 |
|
|
2018
Q2 | $156K | Sell |
2,797
-285
| -9% | -$15.9K | 0.07% | 183 |
|
|
2018
Q1 | $174K | Sell |
3,082
-154
| -5% | -$8.69K | 0.09% | 181 |
|
|
2017
Q4 | $182K | Buy |
+3,236
| New | +$182K | 0.09% | 185 |
|