Roffman Miller Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,908
| Closed | -$218K | – | 82 |
|
|
2018
Q2 | $218K | Buy |
3,908
+130
| +3% | +$7.25K | 0.03% | 63 |
|
|
2018
Q1 | $213K | Hold |
3,778
| – | – | 0.03% | 63 |
|
|
2017
Q4 | $213K | Buy |
3,778
+149
| +4% | +$8.4K | 0.03% | 63 |
|
|
2017
Q3 | $214K | Hold |
3,629
| – | – | 0.03% | 63 |
|
|
2017
Q2 | $201K | Buy |
+3,629
| New | +$201K | 0.03% | 64 |
|