Bartlett & Co Wealth Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-392
| Closed | -$19.3K | – | 1272 |
|
|
2023
Q3 | $19.3K | Hold |
392
| – | – | ﹤0.01% | 828 |
|
|
2023
Q2 | $18.7K | Hold |
392
| – | – | ﹤0.01% | 835 |
|
|
2023
Q1 | $15.5K | Hold |
392
| – | – | ﹤0.01% | 753 |
|
|
2022
Q4 | $16.1K | Hold |
392
| – | – | ﹤0.01% | 760 |
|
|
2022
Q3 | $15.2K | Hold |
392
| – | – | ﹤0.01% | 752 |
|
|
2022
Q2 | $13.3K | Hold |
392
| – | – | ﹤0.01% | 812 |
|
|
2022
Q1 | $12.4K | Buy |
+392
| New | +$12.4K | ﹤0.01% | 802 |
|
|
2021
Q4 | – | Sell |
-392
| Closed | -$9.82K | – | 861 |
|
|
2021
Q3 | $9.82K | Hold |
392
| – | – | ﹤0.01% | 699 |
|
|
2021
Q2 | $11.1K | Hold |
392
| – | – | ﹤0.01% | 675 |
|
|
2021
Q1 | $10.9K | Hold |
392
| – | – | ﹤0.01% | 719 |
|
|
2020
Q4 | $8.99K | Hold |
392
| – | – | ﹤0.01% | 740 |
|
|
2020
Q3 | $6.6K | Hold |
392
| – | – | ﹤0.01% | 712 |
|
|
2020
Q2 | $6.5K | Buy |
+392
| New | +$6.5K | ﹤0.01% | 713 |
|
|
2020
Q1 | – | Sell |
-392
| Closed | -$11.4K | – | 900 |
|
|
2019
Q4 | $11.4K | Hold |
392
| – | – | ﹤0.01% | 715 |
|
|
2019
Q3 | $11.7K | Hold |
392
| – | – | ﹤0.01% | 721 |
|
|
2019
Q2 | $13.2K | Hold |
392
| – | – | ﹤0.01% | 569 |
|
|
2019
Q1 | $13.3K | Hold |
392
| – | – | ﹤0.01% | 558 |
|
|
2018
Q4 | $11.5K | Hold |
392
| – | – | ﹤0.01% | 571 |
|
|
2018
Q3 | $15.3K | Hold |
392
| – | – | ﹤0.01% | 569 |
|
|
2018
Q2 | $14.5K | Hold |
392
| – | – | ﹤0.01% | 564 |
|
|
2018
Q1 | $18.7K | Buy |
+392
| New | +$18.7K | ﹤0.01% | 541 |
|