AWS
Aris Wealth Services’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $9K | Sell |
275
-19,323
| -99% | -$632K | 0.02% | 232 |
|
|
2015
Q2 | $701K | Buy |
19,598
+1,348
| +7% | +$48.2K | 0.64% | 63 |
|
|
2015
Q1 | $616K | Buy |
18,250
+1,857
| +11% | +$62.7K | 0.57% | 62 |
|
|
2014
Q4 | $572K | Buy |
16,393
+305
| +2% | +$10.6K | 0.64% | 61 |
|
|
2014
Q3 | $553K | Buy |
16,088
+825
| +5% | +$28.4K | 0.69% | 57 |
|
|
2014
Q2 | $531K | Buy |
15,263
+1,168
| +8% | +$40.6K | 0.69% | 51 |
|
|
2014
Q1 | $498K | Sell |
14,095
-2,971
| -17% | -$105K | 0.73% | 47 |
|
|
2013
Q4 | $599K | Buy |
17,066
+526
| +3% | +$18.5K | 1.01% | 27 |
|
|
2013
Q3 | $503K | Buy |
16,540
+3,793
| +30% | +$115K | 0.92% | 33 |
|
|
2013
Q2 | $374K | Buy |
+12,747
| New | +$374K | 0.8% | 41 |
|