SVWAG
UN
Sound View Wealth Advisors Group’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 |
-5,019
| Closed | -$303K | – | 265 |
|
|
2020
Q3 | $303K | Sell |
5,019
-56
| -1% | -$3.38K | 0.08% | 189 |
|
|
2020
Q2 | $270K | Buy |
5,075
+300
| +6% | +$16K | 0.08% | 198 |
|
|
2020
Q1 | $233K | Buy |
+4,775
| New | +$233K | 0.08% | 192 |
|
|
2019
Q4 | – | Sell |
-3,784
| Closed | -$227K | – | 246 |
|
|
2019
Q3 | $227K | Sell |
3,784
-48
| -1% | -$2.88K | 0.07% | 227 |
|
|
2019
Q2 | $233K | Buy |
+3,832
| New | +$233K | 0.07% | 225 |
|