Crewe 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 |
-68
| Closed | -$3.65K | – | 1044 |
|
|
2024
Q1 | $3.65K | Buy |
+68
| New | +$3.65K | ﹤0.01% | 785 |
|
|
2023
Q3 | – | Sell |
-6
| Closed | -$287 | – | 900 |
|
|
2023
Q2 | $287 | Buy |
+6
| New | +$287 | ﹤0.01% | 676 |
|
|
2022
Q4 | – | Sell |
-77
| Closed | -$3K | – | 1283 |
|
|
2022
Q3 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 995 |
|
|
2018
Q2 | – | Sell |
-380
| Closed | -$18K | – | 284 |
|
|
2018
Q1 | $18K | Buy |
+380
| New | +$18K | 0.02% | 193 |
|