Copperwynd Financial’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19,069
| Closed | -$478K | – | 127 |
|
|
2021
Q3 | $478K | Buy |
19,069
+692
| +4% | +$17.3K | 0.2% | 99 |
|
|
2021
Q2 | $522K | Buy |
18,377
+165
| +0.9% | +$4.69K | 0.22% | 93 |
|
|
2021
Q1 | $507K | Buy |
18,212
+3,999
| +28% | +$111K | 0.23% | 77 |
|
|
2020
Q4 | $326K | Sell |
14,213
-4,695
| -25% | -$108K | 0.16% | 104 |
|
|
2020
Q3 | $318K | Sell |
18,908
-393
| -2% | -$6.61K | 0.17% | 94 |
|
|
2020
Q2 | $320K | Buy |
19,301
+688
| +4% | +$11.4K | 0.18% | 85 |
|
|
2020
Q1 | $279K | Buy |
18,613
+4,660
| +33% | +$69.9K | 0.13% | 72 |
|
|
2019
Q4 | $407K | Sell |
13,953
-514
| -4% | -$15K | 0.22% | 91 |
|
|
2019
Q3 | $431K | Buy |
14,467
+2,805
| +24% | +$83.6K | 0.24% | 90 |
|
|
2019
Q2 | $391K | Buy |
11,662
+433
| +4% | +$14.5K | 0.22% | 86 |
|
|
2019
Q1 | $380K | Buy |
11,229
+714
| +7% | +$24.2K | 0.23% | 83 |
|
|
2018
Q4 | $309K | Buy |
10,515
+157
| +2% | +$4.61K | 0.19% | 73 |
|
|
2018
Q3 | $405K | Buy |
10,358
+874
| +9% | +$34.2K | 0.25% | 70 |
|
|
2018
Q2 | $351K | Buy |
9,484
+668
| +8% | +$24.7K | 0.25% | 67 |
|
|
2018
Q1 | $420K | Buy |
8,816
+691
| +9% | +$32.9K | 0.29% | 52 |
|
|
2017
Q4 | $446K | Buy |
+8,125
| New | +$446K | 0.33% | 46 |
|