YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,446
| Closed | -$88K | – | 772 |
|
|
2019
Q2 | $88K | Buy |
1,446
+147
| +11% | +$8.95K | 0.04% | 308 |
|
|
2019
Q1 | $76K | Hold |
1,299
| – | – | 0.04% | 316 |
|
|
2018
Q4 | $70K | Buy |
1,299
+105
| +9% | +$5.66K | 0.04% | 294 |
|
|
2018
Q3 | $67K | Sell |
1,194
-120
| -9% | -$6.73K | 0.03% | 331 |
|
|
2018
Q2 | $73K | Hold |
1,314
| – | – | 0.03% | 326 |
|
|
2018
Q1 | $74K | Buy |
1,314
+119
| +10% | +$6.7K | 0.03% | 328 |
|
|
2017
Q4 | $66K | Sell |
1,195
-421
| -26% | -$23.3K | 0.03% | 343 |
|
|
2017
Q3 | $95K | Hold |
1,616
| – | – | 0.05% | 294 |
|
|
2017
Q2 | $89K | Buy |
1,616
+39
| +2% | +$2.15K | 0.05% | 300 |
|
|
2017
Q1 | $83K | Buy |
1,577
+206
| +15% | +$10.8K | 0.04% | 309 |
|
|
2016
Q4 | $54K | Buy |
+1,371
| New | +$54K | 0.03% | 345 |
|