WFG Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $262K | Buy |
4,838
+511
| +12% | +$27.7K | 0.06% | 310 |
|
|
2017
Q1 | $214K | Sell |
4,327
-757
| -15% | -$37.4K | 0.06% | 319 |
|
|
2016
Q4 | $207K | Sell |
5,084
-1,175
| -19% | -$47.8K | 0.05% | 372 |
|
|
2016
Q3 | $297K | Sell |
6,259
-165
| -3% | -$7.83K | 0.07% | 271 |
|
|
2016
Q2 | $308K | Sell |
6,424
-169
| -3% | -$8.1K | 0.08% | 236 |
|
|
2016
Q1 | $298K | Buy |
6,593
+52
| +0.8% | +$2.35K | 0.09% | 235 |
|
|
2015
Q4 | $282K | Sell |
6,541
-160
| -2% | -$6.9K | 0.08% | 232 |
|
|
2015
Q3 | $273K | Buy |
6,701
+1,844
| +38% | +$75.1K | 0.09% | 228 |
|
|
2015
Q2 | $209K | Buy |
4,857
+4,053
| +504% | +$174K | 0.06% | 333 |
|
|
2015
Q1 | $34K | Sell |
804
-974
| -55% | -$41.2K | 0.01% | 828 |
|
|
2014
Q4 | $72K | Buy |
1,778
+111
| +7% | +$4.5K | 0.01% | 748 |
|
|
2014
Q3 | $70K | Buy |
1,667
+60
| +4% | +$2.52K | 0.01% | 800 |
|
|
2014
Q2 | $73K | Buy |
1,607
+209
| +15% | +$9.49K | 0.01% | 769 |
|
|
2014
Q1 | $60K | Sell |
1,398
-464
| -25% | -$19.9K | 0.01% | 837 |
|
|
2013
Q4 | $77K | Buy |
1,862
+500
| +37% | +$20.7K | 0.01% | 843 |
|
|
2013
Q3 | $53K | Hold |
1,362
| – | – | 0.01% | 910 |
|
|
2013
Q2 | $55K | Buy |
+1,362
| New | +$55K | 0.01% | 850 |
|