Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-7,190
Closed -$200K 784
2021
Q1
$200K Buy
+7,190
New +$187K 0.01% 745
2020
Q1
Sell
-50,365
Closed -$1.34M 660
2019
Q4
$1.34M Buy
+50,365
New +$1.46M 0.14% 184
2019
Q2
Sell
-6,259
Closed -$212K 711
2019
Q1
$212K Buy
+6,259
New +$218K 0.02% 630
2018
Q4
Sell
-6,402
Closed -$233K 765
2018
Q3
$233K Sell
6,402
-600
-9% -$22.4K 0.02% 646
2018
Q2
$260K Sell
7,002
-1,321
-16% -$55.1K 0.02% 630
2018
Q1
$396K Hold
8,323
0.03% 539
2017
Q4
$457K Sell
8,323
-510
-6% -$27.4K 0.03% 517
2017
Q3
$452K Sell
8,833
-69
-0.8% -$3.37K 0.03% 501
2017
Q2
$415K Sell
8,902
-786
-8% -$36.1K 0.03% 513
2017
Q1
$454K Buy
9,688
+1,102
+13% +$51.6K 0.03% 468
2016
Q4
$377K Buy
+8,586
New +$344K 0.04% 481

Other funds holding UNM