PRW Wealth Management’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 |
-4,175
| Closed | -$252K | – | 94 |
|
|
2020
Q3 | $252K | Sell |
4,175
-770
| -16% | -$46.5K | 0.18% | 67 |
|
|
2020
Q2 | $263K | Buy |
4,945
+249
| +5% | +$13.2K | 0.21% | 61 |
|
|
2020
Q1 | $229K | Buy |
+4,696
| New | +$229K | 0.28% | 53 |
|
|
2019
Q1 | – | Sell |
-4,520
| Closed | -$243K | – | 852 |
|
|
2018
Q4 | $243K | Buy |
+4,520
| New | +$243K | 0.3% | 49 |
|