CWM
Cordatus Wealth Management’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-37,725
| Closed | -$1.49M | – | 167 |
|
|
2023
Q1 | $1.49M | Sell |
37,725
-2,279
| -6% | -$90.1K | 1.9% | 20 |
|
|
2022
Q4 | $1.64M | Buy |
+40,004
| New | +$1.64M | 2.41% | 15 |
|
|
2022
Q3 | – | Sell |
-43,887
| Closed | -$1.49M | – | 137 |
|
|
2022
Q2 | $1.49M | Buy |
+43,887
| New | +$1.49M | 0.7% | 60 |
|