Wealthspire Advisors (Maryland)’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 |
-4,330
| Closed | -$211K | – | 482 |
|
|
2020
Q1 | $211K | Sell |
4,330
-698
| -14% | -$34K | 0.02% | 374 |
|
|
2019
Q4 | $289K | Buy |
5,028
+452
| +10% | +$26K | 0.02% | 385 |
|
|
2019
Q3 | $275K | Sell |
4,576
-319
| -7% | -$19.2K | 0.02% | 366 |
|
|
2019
Q2 | $297K | Sell |
4,895
-3,630
| -43% | -$220K | 0.02% | 353 |
|
|
2019
Q1 | $497K | Buy |
8,525
+4,499
| +112% | +$262K | 0.04% | 253 |
|
|
2018
Q4 | $217K | Sell |
4,026
-183
| -4% | -$9.86K | 0.02% | 386 |
|
|
2018
Q3 | $234K | Buy |
4,209
+97
| +2% | +$5.39K | 0.02% | 420 |
|
|
2018
Q2 | $229K | Buy |
4,112
+102
| +3% | +$5.68K | 0.02% | 425 |
|
|
2018
Q1 | $226K | Sell |
4,010
-55
| -1% | -$3.1K | 0.02% | 430 |
|
|
2017
Q4 | $229K | Sell |
4,065
-196
| -5% | -$11K | 0.02% | 435 |
|
|
2017
Q3 | $252K | Buy |
4,261
+112
| +3% | +$6.62K | 0.03% | 404 |
|
|
2017
Q2 | $229K | Buy |
4,149
+70
| +2% | +$3.86K | 0.03% | 410 |
|
|
2017
Q1 | $203K | Buy |
4,079
+1,243
| +44% | +$61.9K | 0.03% | 388 |
|
|
2016
Q4 | $116K | Buy |
2,836
+371
| +15% | +$15.2K | 0.02% | 532 |
|
|
2016
Q3 | $114K | Hold |
2,465
| – | – | 0.02% | 536 |
|
|
2016
Q2 | $116K | Buy |
2,465
+119
| +5% | +$5.6K | 0.02% | 503 |
|
|
2016
Q1 | $105K | Buy |
2,346
+500
| +27% | +$22.4K | 0.02% | 512 |
|
|
2015
Q4 | $80K | Buy |
+1,846
| New | +$80K | 0.01% | 587 |
|