United Capital Financial Advisors’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 |
-39,750
| Closed | -$2.4M | – | 1233 |
|
|
2020
Q3 | $2.4M | Buy |
39,750
+10,917
| +38% | +$659K | 0.02% | 460 |
|
|
2020
Q2 | $1.54M | Buy |
28,833
+12,578
| +77% | +$670K | 0.01% | 563 |
|
|
2020
Q1 | $793K | Sell |
16,255
-8,615
| -35% | -$420K | 0.01% | 685 |
|
|
2019
Q4 | $1.43M | Buy |
24,870
+16,292
| +190% | +$936K | 0.01% | 674 |
|
|
2019
Q3 | $515K | Sell |
8,578
-27,642
| -76% | -$1.66M | ﹤0.01% | 939 |
|
|
2019
Q2 | $2.2M | Buy |
36,220
+13,992
| +63% | +$849K | 0.01% | 588 |
|
|
2019
Q1 | $1.3M | Buy |
22,228
+4,008
| +22% | +$234K | 0.01% | 702 |
|
|
2018
Q4 | $980K | Buy |
18,220
+750
| +4% | +$40.3K | 0.01% | 724 |
|
|
2018
Q3 | $970K | Buy |
17,470
+2,116
| +14% | +$117K | 0.01% | 791 |
|
|
2018
Q2 | $856K | Buy |
15,354
+1,445
| +10% | +$80.6K | 0.01% | 801 |
|
|
2018
Q1 | $784K | Buy |
13,909
+1,495
| +12% | +$84.3K | 0.01% | 829 |
|
|
2017
Q4 | $700K | Sell |
12,414
-219
| -2% | -$12.3K | 0.01% | 876 |
|
|
2017
Q3 | $746K | Buy |
12,633
+1,480
| +13% | +$87.4K | 0.01% | 854 |
|
|
2017
Q2 | $616K | Buy |
11,153
+759
| +7% | +$41.9K | 0.01% | 878 |
|
|
2017
Q1 | $516K | Sell |
10,394
-57
| -0.5% | -$2.83K | ﹤0.01% | 907 |
|
|
2016
Q4 | $429K | Buy |
10,451
+1,581
| +18% | +$64.9K | ﹤0.01% | 965 |
|
|
2016
Q3 | $409K | Sell |
8,870
-1,649
| -16% | -$76K | ﹤0.01% | 1006 |
|
|
2016
Q2 | $494K | Sell |
10,519
-1,402
| -12% | -$65.8K | 0.01% | 923 |
|
|
2016
Q1 | $533K | Buy |
11,921
+4,323
| +57% | +$193K | 0.01% | 860 |
|
|
2015
Q4 | $329K | Sell |
7,598
-696
| -8% | -$30.1K | ﹤0.01% | 989 |
|
|
2015
Q3 | $333K | Sell |
8,294
-37,102
| -82% | -$1.49M | ﹤0.01% | 1032 |
|
|
2015
Q2 | $1.9M | Buy |
45,396
+35,801
| +373% | +$1.5M | 0.02% | 579 |
|
|
2015
Q1 | $417K | Buy |
9,595
+236
| +3% | +$10.3K | 0.01% | 973 |
|
|
2014
Q4 | $365K | Buy |
9,359
+923
| +11% | +$36K | 0.01% | 911 |
|
|
2014
Q3 | $335K | Buy |
+8,436
| New | +$335K | 0.01% | 907 |
|
|
2014
Q2 | – | Sell |
-5,385
| Closed | -$221K | – | 994 |
|
|
2014
Q1 | $221K | Sell |
5,385
-2,417
| -31% | -$99.2K | ﹤0.01% | 855 |
|
|
2013
Q4 | $314K | Sell |
7,802
-9,131
| -54% | -$367K | 0.01% | 523 |
|
|
2013
Q3 | $639K | Sell |
16,933
-6,013
| -26% | -$227K | 0.02% | 403 |
|
|
2013
Q2 | $902K | Buy |
+22,946
| New | +$902K | 0.02% | 419 |
|