JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-71
| Closed | -$3K | – | 669 |
|
|
2016
Q1 | $3K | Buy |
+71
| New | +$3K | ﹤0.01% | 508 |
|
|
2015
Q3 | – | Sell |
-490
| Closed | -$21K | – | 619 |
|
|
2015
Q2 | $21K | Hold |
490
| – | – | 0.01% | 277 |
|
|
2015
Q1 | $20K | Sell |
490
-2,085
| -81% | -$85.1K | 0.01% | 288 |
|
|
2014
Q4 | $101K | Hold |
2,575
| – | – | 0.02% | 127 |
|
|
2014
Q3 | $102K | Hold |
2,575
| – | – | 0.02% | 125 |
|
|
2014
Q2 | $113K | Buy |
+2,575
| New | +$113K | 0.02% | 119 |
|