RWA
UN
Ropes Wealth Advisors’s Unilever NV New York Registry Shares UN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-299
| Closed | -$18K | – | 961 |
|
|
2020
Q3 | $18K | Buy |
299
+144
| +93% | +$8.67K | ﹤0.01% | 457 |
|
|
2020
Q2 | $8K | Hold |
155
| – | – | ﹤0.01% | 469 |
|
|
2020
Q1 | $8K | Sell |
155
-183
| -54% | -$9.45K | ﹤0.01% | 437 |
|
|
2019
Q4 | $19K | Hold |
338
| – | – | ﹤0.01% | 428 |
|
|
2019
Q3 | $20K | Hold |
338
| – | – | ﹤0.01% | 434 |
|
|
2019
Q2 | $21K | Hold |
338
| – | – | ﹤0.01% | 426 |
|
|
2019
Q1 | $20K | Hold |
338
| – | – | 0.01% | 407 |
|
|
2018
Q4 | $18K | Buy |
338
+108
| +47% | +$5.75K | 0.01% | 390 |
|
|
2018
Q3 | $13K | Hold |
230
| – | – | ﹤0.01% | 444 |
|
|
2018
Q2 | $13K | Hold |
230
| – | – | ﹤0.01% | 458 |
|
|
2018
Q1 | $13K | Hold |
230
| – | – | ﹤0.01% | 446 |
|
|
2017
Q4 | $13K | Sell |
230
-765
| -77% | -$43.2K | ﹤0.01% | 508 |
|
|
2017
Q3 | $59K | Sell |
995
-35
| -3% | -$2.08K | 0.02% | 315 |
|
|
2017
Q2 | $57K | Hold |
1,030
| – | – | 0.02% | 314 |
|
|
2017
Q1 | $51K | Hold |
1,030
| – | – | 0.01% | 331 |
|
|
2016
Q4 | $42K | Hold |
1,030
| – | – | 0.01% | 336 |
|
|
2016
Q3 | $47K | Hold |
1,030
| – | – | 0.02% | 283 |
|
|
2016
Q2 | $48K | Hold |
1,030
| – | – | 0.02% | 262 |
|
|
2016
Q1 | $46K | Sell |
1,030
-65
| -6% | -$2.9K | 0.02% | 223 |
|
|
2015
Q4 | $47K | Sell |
1,095
-2,235
| -67% | -$95.9K | 0.02% | 249 |
|
|
2015
Q3 | $134K | Buy |
3,330
+3,065
| +1,157% | +$123K | 0.07% | 162 |
|
|
2015
Q2 | $11K | Hold |
265
| – | – | 0.01% | 253 |
|
|
2015
Q1 | $11K | Buy |
+265
| New | +$11K | 0.01% | 257 |
|