WWM
UN
Willingdon 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-73
| Closed | -$4K | – | 416 |
|
2017
Q4 | $4K | Buy |
+73
| New | +$4K | ﹤0.01% | 310 |
|
2015
Q1 | – | Sell |
-28,669
| Closed | -$1.12M | – | 95 |
|
2014
Q4 | $1.12M | Buy |
28,669
+3
| +0% | +$117 | 0.7% | 62 |
|
2014
Q3 | $1.14M | Buy |
+28,666
| New | +$1.14M | 0.75% | 54 |
|