BAM
Bruderman Asset Management’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,772
| Closed | -$60K | – | 538 |
|
|
2019
Q1 | $60K | Buy |
1,772
+5
| +0.3% | +$169 | 0.01% | 248 |
|
|
2018
Q4 | $52K | Hold |
1,767
| – | – | 0.01% | 240 |
|
|
2018
Q3 | $69K | Buy |
1,767
+5
| +0.3% | +$195 | 0.02% | 172 |
|
|
2018
Q2 | $65K | Hold |
1,762
| – | – | 0.02% | 183 |
|
|
2018
Q1 | $84K | Buy |
+1,762
| New | +$84K | 0.02% | 173 |
|
|
2017
Q3 | – | Sell |
-1,762
| Closed | -$82K | – | 306 |
|
|
2017
Q2 | $82K | Buy |
+1,762
| New | +$82K | 0.02% | 167 |
|
|
2017
Q1 | – | Sell |
-2,200
| Closed | -$97K | – | 305 |
|
|
2016
Q4 | $97K | Hold |
2,200
| – | – | 0.03% | 153 |
|
|
2016
Q3 | $78K | Hold |
2,200
| – | – | 0.02% | 173 |
|
|
2016
Q2 | $70K | Hold |
2,200
| – | – | 0.02% | 181 |
|
|
2016
Q1 | $68K | Hold |
2,200
| – | – | 0.02% | 176 |
|
|
2015
Q4 | $73K | Hold |
2,200
| – | – | 0.03% | 175 |
|
|
2015
Q3 | $71K | Hold |
2,200
| – | – | 0.03% | 180 |
|
|
2015
Q2 | $79K | Hold |
2,200
| – | – | 0.03% | 177 |
|
|
2015
Q1 | $74K | Buy |
+2,200
| New | +$74K | 0.03% | 184 |
|