Williams Jones Wealth Management’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 |
-15,159
| Closed | -$916K | – | 489 |
|
|
2020
Q3 | $916K | Hold |
15,159
| – | – | 0.02% | 207 |
|
|
2020
Q2 | $808K | Sell |
15,159
-104
| -0.7% | -$5.54K | 0.02% | 216 |
|
|
2020
Q1 | $745K | Buy |
15,263
+530
| +4% | +$25.9K | 0.02% | 193 |
|
|
2019
Q4 | $847K | Hold |
14,733
| – | – | 0.02% | 220 |
|
|
2019
Q3 | $884K | Buy |
+14,733
| New | +$884K | 0.02% | 210 |
|