Colonial Trust Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-855
| Closed | -$45.9K | – | 1018 |
|
2024
Q1 | $45.9K | Buy |
855
+827
| +2,954% | +$44.4K | ﹤0.01% | 332 |
|
2023
Q4 | $1.27K | Hold |
28
| – | – | ﹤0.01% | 755 |
|
2023
Q3 | $1.38K | Sell |
28
-12
| -30% | -$590 | ﹤0.01% | 753 |
|
2023
Q2 | $1.91K | Hold |
40
| – | – | ﹤0.01% | 749 |
|
2023
Q1 | $1.58K | Sell |
40
-15
| -27% | -$593 | ﹤0.01% | 748 |
|
2022
Q4 | $2.26K | Buy |
+55
| New | +$2.26K | ﹤0.01% | 708 |
|