Dakota Wealth Management’s Unum UNM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,223	Closed	-$236K	–	782
2023 Q4	$236K	Sell	5,223 -66,110	-93%	-$2.99M	0.01%	566
2023 Q3	$3.51M	Buy	71,333 +31,034	+77%	+$1.53M	0.15%	144
2023 Q2	$1.92M	Buy	+40,299	New	+$1.92M	0.09%	183