WFG Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $262K | Buy |
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|
2017
Q1 | $214K | Sell |
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|
2016
Q4 | $207K | Sell |
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|
2016
Q3 | $297K | Sell |
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|
2016
Q2 | $308K | Sell |
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|
2016
Q1 | $298K | Buy |
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|
2015
Q4 | $282K | Sell |
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|
2015
Q3 | $273K | Buy |
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|
2015
Q2 | $209K | Buy |
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|
2015
Q1 | $34K | Sell |
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|
2014
Q4 | $72K | Buy |
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|
2014
Q3 | $70K | Buy |
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|
2014
Q2 | $73K | Buy |
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|
2014
Q1 | $60K | Sell |
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|
2013
Q4 | $77K | Buy |
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|
2013
Q3 | $53K | Hold |
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|
2013
Q2 | $55K | Buy |
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