BHWA

Beacon Harbor Wealth Advisors’s Unum UNM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-103,709	Closed	-$5.1M	–	90
2023 Q3	$5.1M	Buy	103,709 +152	+0.1%	+$7.48K	1.7%	22
2023 Q2	$4.94M	Sell	103,557 -500	-0.5%	-$23.9K	1.62%	29
2023 Q1	$4.12M	Buy	+104,057	New	+$4.12M	1.44%	39