Inlet Private Wealth’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 |
-19,182
| Closed | -$1.16M | – | 131 |
|
|
2020
Q3 | $1.16M | Hold |
19,182
| – | – | 0.45% | 63 |
|
|
2020
Q2 | $1.02M | Buy |
19,182
+100
| +0.5% | +$5.33K | 0.41% | 65 |
|
|
2020
Q1 | $931K | Hold |
19,082
| – | – | 0.43% | 64 |
|
|
2019
Q4 | $1.1M | Hold |
19,082
| – | – | 0.36% | 69 |
|
|
2019
Q3 | $1.15M | Hold |
19,082
| – | – | 0.42% | 64 |
|
|
2019
Q2 | $1.16M | Hold |
19,082
| – | – | 0.42% | 68 |
|
|
2019
Q1 | $1.11M | Buy |
19,082
+8,000
| +72% | +$466K | 0.45% | 65 |
|
|
2018
Q4 | $596K | Buy |
+11,082
| New | +$596K | 0.32% | 69 |
|