Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-216
| Closed | -$13K | – | 708 |
|
|
2020
Q3 | $13K | Sell |
216
-44
| -17% | -$2.65K | ﹤0.01% | 351 |
|
|
2020
Q2 | $14K | Buy |
+260
| New | +$14K | ﹤0.01% | 342 |
|
|
2019
Q2 | – | Sell |
-32
| Closed | -$2K | – | 625 |
|
|
2019
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 560 |
|
|
2018
Q3 | – | Sell |
-399
| Closed | -$22K | – | 556 |
|
|
2018
Q2 | $22K | Buy |
399
+105
| +36% | +$5.79K | ﹤0.01% | 243 |
|
|
2018
Q1 | $17K | Buy |
294
+218
| +287% | +$12.6K | ﹤0.01% | 291 |
|
|
2017
Q4 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 261 |
|
|
2016
Q1 | – | Sell |
-44
| Closed | -$2K | – | 485 |
|
|
2015
Q4 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 364 |
|