Balasa Dinverno & Foltz’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.18M | Buy |
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|
2022
Q2 | $3.21M | Buy |
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|
2022
Q1 | $2.8M | Sell |
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|
2021
Q4 | $2.21M | Sell |
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|
2021
Q3 | $2.27M | Sell |
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|
2021
Q2 | $2.81M | Sell |
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|
2021
Q1 | $2.86M | Sell |
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|
2020
Q4 | $2.41M | Sell |
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|
2020
Q3 | $1.85M | Buy |
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|
2020
Q2 | $1.45M | Buy |
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|
2020
Q1 | $1.2M | Buy |
|