Alpha Cubed Investments’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,500
| Closed | -$281K | – | 298 |
|
|
2024
Q2 | $281K | Hold |
5,500
| – | – | 0.01% | 217 |
|
|
2024
Q1 | $295K | Buy |
+5,500
| New | +$295K | 0.02% | 206 |
|
|
2023
Q4 | – | Sell |
-5,500
| Closed | -$271K | – | 295 |
|
|
2023
Q3 | $271K | Hold |
5,500
| – | – | 0.02% | 194 |
|
|
2023
Q2 | $262K | Hold |
5,500
| – | – | 0.02% | 210 |
|
|
2023
Q1 | $218K | Sell |
5,500
-1,500
| -21% | -$59.3K | 0.02% | 241 |
|
|
2022
Q4 | $287K | Hold |
7,000
| – | – | 0.02% | 219 |
|
|
2022
Q3 | $272K | Sell |
7,000
-1,000
| -13% | -$38.9K | 0.02% | 207 |
|
|
2022
Q2 | $272K | Hold |
8,000
| – | – | 0.02% | 248 |
|
|
2022
Q1 | $252K | Buy |
+8,000
| New | +$252K | 0.02% | 283 |
|