Carroll Financial Associates’s Unum UNM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$29K	Sell	1,200 -9	-0.7%	-$218	﹤0.01%	870
2021 Q3	$30K	Hold	1,209	–	–	﹤0.01%	886
2021 Q2	$34K	Buy	1,209 +9	+0.8%	+$253	﹤0.01%	934
2021 Q1	$33K	Hold	1,200	–	–	﹤0.01%	875
2020 Q4	$27K	Hold	1,200	–	–	﹤0.01%	852
2020 Q3	$20K	Hold	1,200	–	–	﹤0.01%	864
2020 Q2	$19K	Hold	1,200	–	–	﹤0.01%	872
2020 Q1	$18K	Sell	1,200 -200	-14%	-$3K	﹤0.01%	809
2019 Q4	$40K	Buy	1,400 +200	+17%	+$5.71K	﹤0.01%	709
2019 Q3	$35K	Hold	1,200	–	–	﹤0.01%	693
2019 Q2	$40K	Hold	1,200	–	–	﹤0.01%	659
2019 Q1	$40K	Hold	1,200	–	–	﹤0.01%	605
2018 Q4	$37K	Hold	1,200	–	–	﹤0.01%	542
2018 Q3	$46K	Hold	1,200	–	–	﹤0.01%	524
2018 Q2	$44K	Hold	1,200	–	–	﹤0.01%	521
2018 Q1	$57K	Hold	1,200	–	–	0.01%	465
2017 Q4	$65K	Hold	1,200	–	–	0.01%	442
2017 Q3	$62K	Hold	1,200	–	–	0.01%	452
2017 Q2	$55K	Hold	1,200	–	–	0.01%	478
2017 Q1	$56K	Hold	1,200	–	–	0.01%	459
2016 Q4	$52K	Sell	1,200 -250	-17%	-$10.8K	0.01%	454
2016 Q3	$51K	Buy	+1,450	New	+$51K	0.01%	455
2015 Q2	–	Sell	-125	Closed	-$4K	–	1145
2015 Q1	$4K	Hold	125	–	–	﹤0.01%	666
2014 Q4	$4K	Sell	125 -1,700	-93%	-$54.4K	﹤0.01%	612
2014 Q3	$62K	Hold	1,825	–	–	0.02%	271
2014 Q2	$63K	Sell	1,825 -536	-23%	-$18.5K	0.02%	288
2014 Q1	$83K	Buy	+2,361	New	+$83K	0.03%	238
2013 Q4	–	Sell	-2,361	Closed	-$71K	–	898
2013 Q3	$71K	Buy	+2,361	New	+$71K	0.03%	240