Sterling Investment Advisors (Pennsylvania)’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 |
-700
| Closed | -$42K | – | 492 |
|
|
2020
Q3 | $42K | Hold |
700
| – | – | 0.02% | 228 |
|
|
2020
Q2 | $37K | Hold |
700
| – | – | 0.02% | 242 |
|
|
2020
Q1 | $34K | Hold |
700
| – | – | 0.02% | 218 |
|
|
2019
Q4 | $40K | Hold |
700
| – | – | 0.02% | 231 |
|
|
2019
Q3 | $42K | Hold |
700
| – | – | 0.02% | 224 |
|
|
2019
Q2 | $43K | Hold |
700
| – | – | 0.02% | 222 |
|
|
2019
Q1 | $41K | Hold |
700
| – | – | 0.02% | 228 |
|
|
2018
Q4 | $37K | Hold |
700
| – | – | 0.02% | 228 |
|
|
2018
Q3 | $39K | Hold |
700
| – | – | 0.02% | 250 |
|
|
2018
Q2 | $39K | Hold |
700
| – | – | 0.02% | 229 |
|
|
2018
Q1 | $39K | Hold |
700
| – | – | 0.02% | 220 |
|
|
2017
Q4 | $39K | Hold |
700
| – | – | 0.02% | 211 |
|
|
2017
Q3 | $41K | Sell |
700
-59
| -8% | -$3.46K | 0.03% | 197 |
|
|
2017
Q2 | $42K | Buy |
759
+59
| +8% | +$3.27K | 0.03% | 192 |
|
|
2017
Q1 | $35K | Hold |
700
| – | – | 0.03% | 198 |
|
|
2016
Q4 | $29K | Buy |
+700
| New | +$29K | 0.02% | 187 |
|