BDF
Balasa Dinverno & Foltz’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.18M | Buy |
107,664
+13,389
| +14% | +$519K | 0.26% | 40 |
|
|
2022
Q2 | $3.21M | Buy |
94,275
+5,512
| +6% | +$188K | 0.2% | 43 |
|
|
2022
Q1 | $2.8M | Sell |
88,763
-1,251
| -1% | -$39.4K | 0.19% | 54 |
|
|
2021
Q4 | $2.21M | Sell |
90,014
-735
| -0.8% | -$18.1K | 0.14% | 66 |
|
|
2021
Q3 | $2.27M | Sell |
90,749
-8,282
| -8% | -$208K | 0.16% | 63 |
|
|
2021
Q2 | $2.81M | Sell |
99,031
-3,780
| -4% | -$107K | 0.2% | 49 |
|
|
2021
Q1 | $2.86M | Sell |
102,811
-2,084
| -2% | -$58K | 0.23% | 43 |
|
|
2020
Q4 | $2.41M | Sell |
104,895
-5,267
| -5% | -$121K | 0.2% | 47 |
|
|
2020
Q3 | $1.85M | Buy |
110,162
+22,731
| +26% | +$383K | 0.18% | 54 |
|
|
2020
Q2 | $1.45M | Buy |
87,431
+7,712
| +10% | +$128K | 0.16% | 60 |
|
|
2020
Q1 | $1.2M | Buy |
+79,719
| New | +$1.2M | 0.15% | 68 |
|