BWM
BerganKDV Wealth Management’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-33
| Closed | -$1.33K | – | 1074 |
|
|
2023
Q1 | $1.33K | Hold |
33
| – | – | ﹤0.01% | 877 |
|
|
2022
Q4 | $1.37K | Hold |
33
| – | – | ﹤0.01% | 847 |
|
|
2022
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 935 |
|
|
2022
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 943 |
|
|
2022
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 967 |
|
|
2021
Q4 | $1K | Sell |
33
-32
| -49% | -$970 | ﹤0.01% | 1020 |
|
|
2021
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 914 |
|
|
2021
Q2 | $2K | Buy |
65
+1
| +2% | +$31 | ﹤0.01% | 853 |
|
|
2021
Q1 | $2K | Hold |
64
| – | – | ﹤0.01% | 811 |
|
|
2020
Q4 | $1K | Sell |
64
-14
| -18% | -$219 | ﹤0.01% | 906 |
|
|
2020
Q3 | $1K | Hold |
78
| – | – | ﹤0.01% | 871 |
|
|
2020
Q2 | $1K | Buy |
78
+35
| +81% | +$449 | ﹤0.01% | 910 |
|
|
2020
Q1 | $1K | Buy |
43
+14
| +48% | +$326 | ﹤0.01% | 890 |
|
|
2019
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 905 |
|