C.M. Bidwell & Associates’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 |
-3,459
| Closed | -$170K | – | 572 |
|
|
2023
Q3 | $170K | Buy |
3,459
+745
| +27% | +$36.6K | 0.13% | 135 |
|
|
2023
Q2 | $129K | Hold |
2,714
| – | – | 0.09% | 189 |
|
|
2023
Q1 | $107K | Sell |
2,714
-295
| -10% | -$11.7K | 0.08% | 222 |
|
|
2022
Q4 | $123K | Buy |
+3,009
| New | +$123K | 0.1% | 193 |
|
|
2022
Q3 | – | Sell |
-1,915
| Closed | -$65K | – | 546 |
|
|
2022
Q2 | $65K | Buy |
+1,915
| New | +$65K | 0.05% | 261 |
|
|
2021
Q4 | – | Sell |
-35
| Closed | -$1K | – | 640 |
|
|
2021
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 551 |
|
|
2021
Q2 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 555 |
|
|
2019
Q2 | – | Sell |
-10,805
| Closed | -$366K | – | 460 |
|
|
2019
Q1 | $366K | Hold |
10,805
| – | – | 0.36% | 83 |
|
|
2018
Q4 | $317K | Buy |
+10,805
| New | +$317K | 0.34% | 79 |
|
|
2014
Q4 | – | Sell |
-9,105
| Closed | -$313K | – | 254 |
|
|
2014
Q3 | $313K | Buy |
+9,105
| New | +$313K | 0.07% | 117 |
|
|
2014
Q2 | – | Sell |
-128,715
| Closed | -$4.55M | – | 288 |
|
|
2014
Q1 | $4.55M | Buy |
+128,715
| New | +$4.55M | 1.09% | 28 |
|