WKWM
UN
Walter & Keenan Wealth Management’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
Q1 | – | Sell |
-5,334
| Closed | -$305K | – | 205 |
|
|
2019
Q4 | $305K | Hold |
5,334
| – | – | 0.12% | 125 |
|
|
2019
Q3 | $321K | Sell |
5,334
-527
| -9% | -$31.7K | 0.12% | 121 |
|
|
2019
Q2 | $361K | Buy |
+5,861
| New | +$361K | 0.16% | 105 |
|
|
2017
Q4 | – | Sell |
-5,499
| Closed | -$320K | – | 183 |
|
|
2017
Q3 | $320K | Hold |
5,499
| – | – | 0.15% | 120 |
|
|
2017
Q2 | $299K | Hold |
5,499
| – | – | 0.15% | 117 |
|
|
2017
Q1 | $272K | Buy |
+5,499
| New | +$272K | 0.14% | 121 |
|