JWM
UL icon

Jacobus Wealth Management’s Unilever UL Stock Holding History

Jacobus Wealth Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$256K Hold
3,922
– – 0.07% 147
2017
Q2 		$239K Hold
3,922
– – 0.06% 148
2017
Q1 		$218K Hold
3,922
– – 0.06% 149
2016
Q4 		$180K Hold
3,922
– – 0.05% 161
2016
Q3 		$209K Hold
3,922
– – 0.06% 171
2016
Q2 		$211K Sell
3,922
-531
-12% -$27.3K 0.06% 162
2016
Q1 		$226K Sell
4,453
-711
-14% -$34.6K 0.07% 189
2015
Q4 		$251K Sell
5,164
-565
-10% -$27.6K 0.07% 185
2015
Q3 		$263K Hold
5,729
– – 0.08% 178
2015
Q2 		$277K Buy
5,729
+615
+12% +$30.4K 0.07% 190
2015
Q1 		$240K Buy
5,114
+628
+14% +$30.1K 0.06% 193
2014
Q4 		$204K Hold
4,486
– – 0.05% 203
2014
Q3 		$211K Hold
4,486
– – 0.06% 202
2014
Q2 		$229K Hold
4,486
– – 0.06% 201
2014
Q1 		$216K Hold
4,486
– – 0.05% 212
2013
Q4 		$208K Hold
4,486
– – 0.06% 204
2013
Q3 		$195K Hold
4,486
– – 0.07% 174
2013
Q2 		$204K Buy
+4,486
New +$213K 0.07% 163

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Ameriprise
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