SimplyRich’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 |
-14,414
| Closed | -$871K | – | 160 |
|
|
2020
Q3 | $871K | Hold |
14,414
| – | – | 0.44% | 56 |
|
|
2020
Q2 | $774K | Hold |
14,414
| – | – | 0.43% | 59 |
|
|
2020
Q1 | $699K | Sell |
14,414
-439
| -3% | -$21.3K | 0.47% | 56 |
|
|
2019
Q4 | $857K | Hold |
14,853
| – | – | 0.43% | 66 |
|
|
2019
Q3 | $891K | Hold |
14,853
| – | – | 0.49% | 55 |
|
|
2019
Q2 | $902K | Hold |
14,853
| – | – | 0.5% | 54 |
|
|
2019
Q1 | $866K | Sell |
14,853
-200
| -1% | -$11.7K | 0.7% | 40 |
|
|
2018
Q4 | $805K | Sell |
15,053
-91
| -0.6% | -$4.87K | 0.74% | 45 |
|
|
2018
Q3 | $841K | Hold |
15,144
| – | – | 0.46% | 66 |
|
|
2018
Q2 | $844K | Hold |
15,144
| – | – | 0.48% | 65 |
|
|
2018
Q1 | $854K | Hold |
15,144
| – | – | 0.48% | 65 |
|
|
2017
Q4 | $853K | Buy |
+15,144
| New | +$853K | 0.48% | 75 |
|