Brown, Lisle/Cummings’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 |
-250
| Closed | -$12.3K | – | 580 |
|
|
2023
Q3 | $12.3K | Buy |
+250
| New | +$12.3K | 0.01% | 383 |
|
|
2022
Q4 | – | Sell |
-5,400
| Closed | -$210K | – | 531 |
|
|
2022
Q3 | $210K | Sell |
5,400
-1,600
| -23% | -$62.1K | 0.12% | 144 |
|
|
2022
Q2 | $238K | Sell |
7,000
-1,025
| -13% | -$34.9K | 0.13% | 142 |
|
|
2022
Q1 | $253K | Buy |
8,025
+1,650
| +26% | +$52K | 0.12% | 153 |
|
|
2021
Q4 | $157K | Buy |
+6,375
| New | +$157K | 0.08% | 178 |
|