Squar Milner Financial Services’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
Q2 | – | Sell |
-1,692
| Closed | -$82K | – | 832 |
|
2020
Q1 | $82K | Hold |
1,692
| – | – | 0.05% | 304 |
|
2019
Q4 | $97K | Buy |
+1,692
| New | +$97K | 0.05% | 334 |
|
2019
Q3 | – | Sell |
-1,345
| Closed | -$82K | – | 831 |
|
2019
Q2 | $82K | Hold |
1,345
| – | – | 0.06% | 295 |
|
2019
Q1 | $78K | Hold |
1,345
| – | – | 0.06% | 279 |
|
2018
Q4 | $72K | Buy |
1,345
+53
| +4% | +$2.84K | 0.07% | 256 |
|
2018
Q3 | $72K | Sell |
1,292
-241
| -16% | -$13.4K | 0.06% | 266 |
|
2018
Q2 | $85K | Buy |
+1,533
| New | +$85K | 0.07% | 269 |
|