WEC
Winslow Evans & Crocker’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.26M | Buy |
20,830
+15,543
| +294% | +$938K | 0.24% | 98 |
|
|
2020
Q3 | $326K | Sell |
5,287
-216
| -4% | -$13.3K | 0.08% | 219 |
|
|
2020
Q2 | $302K | Buy |
5,503
+11
| +0.2% | +$604 | 0.08% | 226 |
|
|
2020
Q1 | $280K | Hold |
5,492
| – | – | 0.09% | 199 |
|
|
2019
Q4 | $316K | Buy |
5,492
+22
| +0.4% | +$1.27K | 0.08% | 234 |
|
|
2019
Q3 | $332K | Sell |
5,470
-32
| -0.6% | -$1.94K | 0.09% | 222 |
|
|
2019
Q2 | $342K | Buy |
5,502
+274
| +5% | +$17K | 0.1% | 222 |
|
|
2019
Q1 | $304K | Buy |
5,228
+52
| +1% | +$3.02K | 0.09% | 228 |
|
|
2018
Q4 | $272K | Hold |
5,176
| – | – | 0.09% | 218 |
|
|
2018
Q3 | $286K | Hold |
5,176
| – | – | 0.09% | 224 |
|
|
2018
Q2 | $288K | Hold |
5,176
| – | – | 0.09% | 210 |
|
|
2018
Q1 | $288K | Hold |
5,176
| – | – | 0.09% | 209 |
|
|
2017
Q4 | $286K | Buy |
5,176
+504
| +11% | +$27.9K | 0.09% | 209 |
|
|
2017
Q3 | $271K | Sell |
4,672
-3,999
| -46% | -$232K | 0.09% | 216 |
|
|
2017
Q2 | $453K | Buy |
8,671
+6,799
| +363% | +$355K | 0.12% | 183 |
|
|
2017
Q1 | $92.3K | Sell |
1,872
-370
| -17% | -$18.2K | 0.03% | 428 |
|
|
2016
Q4 | $91.2K | Sell |
2,242
-3,502
| -61% | -$142K | 0.03% | 422 |
|
|
2016
Q3 | $272K | Hold |
5,744
| – | – | 0.08% | 255 |
|
|
2016
Q2 | $275K | Buy |
5,744
+1
| +0% | +$48 | 0.08% | 235 |
|
|
2016
Q1 | $259K | Sell |
5,743
-1
| -0% | -$45 | 0.08% | 227 |
|
|
2015
Q4 | $248K | Buy |
5,744
+4,800
| +508% | +$207K | 0.07% | 262 |
|
|
2015
Q3 | $38.5K | Sell |
944
-200
| -17% | -$8.15K | 0.01% | 558 |
|
|
2015
Q2 | $49.1K | Hold |
1,144
| – | – | 0.01% | 552 |
|
|
2015
Q1 | $47.7K | Hold |
1,144
| – | – | 0.01% | 553 |
|
|
2014
Q4 | $46.3K | Buy |
1,144
+66
| +6% | +$2.67K | 0.01% | 554 |
|
|
2014
Q3 | $45.1K | Buy |
1,078
+307
| +40% | +$12.8K | 0.01% | 573 |
|
|
2014
Q2 | $34.9K | Hold |
771
| – | – | 0.01% | 563 |
|
|
2014
Q1 | $33K | Hold |
771
| – | – | 0.01% | 568 |
|
|
2013
Q4 | $31K | Buy |
+771
| New | +$31K | 0.01% | 600 |
|