Berman Capital Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $147K | Buy |
5,890
+1,478
| +33% | +$36.9K | 0.02% | 337 |
|
|
2021
Q2 | $125K | Buy |
4,412
+231
| +6% | +$6.55K | 0.02% | 326 |
|
|
2021
Q1 | $116K | Buy |
4,181
+217
| +5% | +$6.02K | 0.02% | 274 |
|
|
2020
Q4 | $90K | Buy |
3,964
+759
| +24% | +$17.2K | 0.02% | 270 |
|
|
2020
Q3 | $53K | Buy |
3,205
+248
| +8% | +$4.1K | 0.02% | 327 |
|
|
2020
Q2 | $48K | Buy |
2,957
+750
| +34% | +$12.2K | 0.01% | 334 |
|
|
2020
Q1 | $33K | Buy |
2,207
+1,721
| +354% | +$25.7K | 0.01% | 373 |
|
|
2019
Q4 | $14K | Buy |
486
+2
| +0.4% | +$58 | ﹤0.01% | 638 |
|
|
2019
Q3 | $14K | Buy |
484
+189
| +64% | +$5.47K | ﹤0.01% | 626 |
|
|
2019
Q2 | $9K | Buy |
295
+145
| +97% | +$4.42K | ﹤0.01% | 788 |
|
|
2019
Q1 | $5K | Buy |
150
+81
| +117% | +$2.7K | ﹤0.01% | 880 |
|
|
2018
Q4 | $1K | Buy |
+69
| New | +$1K | ﹤0.01% | 1073 |
|