Blue Bell Private 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 |
-561
| Closed | -$27.6K | – | 734 |
|
|
2023
Q3 | $27.6K | Hold |
561
| – | – | 0.01% | 323 |
|
|
2023
Q2 | $26.8K | Hold |
561
| – | – | 0.01% | 324 |
|
|
2023
Q1 | $22.2K | Hold |
561
| – | – | 0.01% | 307 |
|
|
2022
Q4 | $23K | Hold |
561
| – | – | 0.01% | 298 |
|
|
2022
Q3 | $22K | Hold |
561
| – | – | 0.01% | 290 |
|
|
2022
Q2 | $19K | Hold |
561
| – | – | 0.01% | 317 |
|
|
2022
Q1 | $18K | Hold |
561
| – | – | 0.01% | 337 |
|
|
2021
Q4 | $14K | Buy |
+561
| New | +$14K | ﹤0.01% | 351 |
|