BWA
BDO Wealth Advisors’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $26.7K | Hold |
560
| – | – | ﹤0.01% | 530 |
|
|
2023
Q1 | $22.2K | Hold |
560
| – | – | ﹤0.01% | 572 |
|
|
2022
Q4 | $23K | Hold |
560
| – | – | ﹤0.01% | 552 |
|
|
2022
Q3 | $22K | Hold |
560
| – | – | ﹤0.01% | 554 |
|
|
2022
Q2 | $19K | Hold |
560
| – | – | ﹤0.01% | 576 |
|
|
2022
Q1 | $18K | Hold |
560
| – | – | ﹤0.01% | 616 |
|
|
2021
Q4 | $14K | Sell |
560
-58,876
| -99% | -$1.47M | ﹤0.01% | 694 |
|
|
2021
Q3 | $1.49M | Buy |
59,436
+789
| +1% | +$19.8K | 0.16% | 104 |
|
|
2021
Q2 | $1.67M | Sell |
58,647
-845
| -1% | -$24K | 0.18% | 96 |
|
|
2021
Q1 | $1.66M | Sell |
59,492
-3,924
| -6% | -$109K | 0.2% | 92 |
|
|
2020
Q4 | $1.46M | Buy |
63,416
+1,759
| +3% | +$40.4K | 0.2% | 84 |
|
|
2020
Q3 | $1.04M | Buy |
61,657
+4,943
| +9% | +$83.2K | 0.17% | 91 |
|
|
2020
Q2 | $941K | Buy |
56,714
+14,885
| +36% | +$247K | 0.17% | 96 |
|
|
2020
Q1 | $628K | Buy |
41,829
+20,261
| +94% | +$304K | 0.13% | 114 |
|
|
2019
Q4 | $629K | Sell |
21,568
-8,080
| -27% | -$236K | 0.16% | 104 |
|
|
2019
Q3 | $881K | Buy |
29,648
+4,368
| +17% | +$130K | 0.23% | 83 |
|
|
2019
Q2 | $848K | Sell |
25,280
-769
| -3% | -$25.8K | 0.23% | 88 |
|
|
2019
Q1 | $881K | Buy |
26,049
+2,704
| +12% | +$91.5K | 0.26% | 76 |
|
|
2018
Q4 | $686K | Buy |
23,345
+879
| +4% | +$25.8K | 0.24% | 79 |
|
|
2018
Q3 | $878K | Sell |
22,466
-3,846
| -15% | -$150K | 0.28% | 66 |
|
|
2018
Q2 | $973K | Buy |
26,312
+302
| +1% | +$11.2K | 0.33% | 61 |
|
|
2018
Q1 | $1.24M | Buy |
26,010
+1,232
| +5% | +$58.6K | 0.46% | 40 |
|
|
2017
Q4 | $1.36M | Buy |
24,778
+75
| +0.3% | +$4.12K | 0.61% | 28 |
|
|
2017
Q3 | $1.26M | Sell |
24,703
-500
| -2% | -$25.6K | 0.63% | 30 |
|
|
2017
Q2 | $1.18M | Buy |
+25,203
| New | +$1.18M | 0.51% | 35 |
|