Jacobus Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $256K | Hold |
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|
2017
Q2 | $239K | Hold |
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|
2017
Q1 | $218K | Hold |
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|
2016
Q4 | $180K | Hold |
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|
2016
Q3 | $209K | Hold |
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|
2016
Q2 | $211K | Sell |
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|
2016
Q1 | $226K | Sell |
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|
2015
Q4 | $251K | Sell |
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|
2015
Q3 | $263K | Hold |
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|
2015
Q2 | $277K | Buy |
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|
2015
Q1 | $240K | Buy |
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|
2014
Q4 | $204K | Hold |
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|
2014
Q3 | $211K | Hold |
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|
2014
Q2 | $229K | Hold |
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|
2014
Q1 | $216K | Hold |
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|
2013
Q4 | $208K | Hold |
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|
2013
Q3 | $195K | Hold |
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|
2013
Q2 | $204K | Buy |
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