Avantax Planning Partners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,005
| Closed | -$78K | – | 1141 |
|
|
2018
Q3 | $78K | Buy |
+2,005
| New | +$78K | 0.01% | 391 |
|
|
2018
Q2 | – | Sell |
-14,195
| Closed | -$676K | – | 1406 |
|
|
2018
Q1 | $676K | Sell |
14,195
-9,724
| -41% | -$463K | 0.06% | 138 |
|
|
2017
Q4 | $1.31M | Sell |
23,919
-108
| -0.4% | -$5.93K | 0.12% | 79 |
|
|
2017
Q3 | $1.23M | Sell |
24,027
-2,311
| -9% | -$118K | 0.1% | 96 |
|
|
2017
Q2 | $1.23M | Buy |
26,338
+81
| +0.3% | +$3.78K | 0.1% | 92 |
|
|
2017
Q1 | $1.23M | Buy |
26,257
+472
| +2% | +$22.1K | 0.11% | 81 |
|
|
2016
Q4 | $1.13M | Buy |
+25,785
| New | +$1.13M | 0.12% | 81 |
|