LWM
UN
LBA Wealth Management’s Unilever NV New York Registry Shares UN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $79K | Hold |
1,590
| – | – | 0.04% | 166 |
|
|
2016
Q4 | $65K | Hold |
1,590
| – | – | 0.04% | 171 |
|
|
2016
Q3 | $73K | Hold |
1,590
| – | – | 0.04% | 174 |
|
|
2016
Q2 | $75K | Buy |
1,590
+100
| +7% | +$4.72K | 0.04% | 172 |
|
|
2016
Q1 | $67K | Sell |
1,490
-130
| -8% | -$5.85K | 0.04% | 177 |
|
|
2015
Q4 | $70K | Buy |
1,620
+1,100
| +212% | +$47.5K | 0.04% | 188 |
|
|
2015
Q3 | $21K | Sell |
520
-850
| -62% | -$34.3K | 0.01% | 225 |
|
|
2015
Q2 | $57K | Hold |
1,370
| – | – | 0.04% | 155 |
|
|
2015
Q1 | $57K | Buy |
1,370
+270
| +25% | +$11.2K | 0.04% | 162 |
|
|
2014
Q4 | $43K | Hold |
1,100
| – | – | 0.03% | 176 |
|
|
2014
Q3 | $44K | Hold |
1,100
| – | – | 0.03% | 178 |
|
|
2014
Q2 | $48K | Hold |
1,100
| – | – | 0.04% | 169 |
|
|
2014
Q1 | $45K | Hold |
1,100
| – | – | 0.04% | 169 |
|
|
2013
Q4 | $44K | Buy |
+1,100
| New | +$44K | 0.04% | 165 |
|