Ellevest Inc’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-872
| Closed | -$34.5K | – | 1570 |
|
|
2023
Q1 | $34.5K | Sell |
872
-464
| -35% | -$18.4K | ﹤0.01% | 705 |
|
|
2022
Q4 | $54.8K | Sell |
1,336
-31
| -2% | -$1.27K | ﹤0.01% | 583 |
|
|
2022
Q3 | $53K | Buy |
1,367
+417
| +44% | +$16.2K | 0.01% | 567 |
|
|
2022
Q2 | $32K | Buy |
950
+2
| +0.2% | +$67 | ﹤0.01% | 664 |
|
|
2022
Q1 | $30K | Sell |
948
-972
| -51% | -$30.8K | ﹤0.01% | 647 |
|
|
2021
Q4 | $47K | Buy |
1,920
+1,700
| +773% | +$41.6K | ﹤0.01% | 527 |
|
|
2021
Q3 | $6K | Buy |
220
+13
| +6% | +$355 | ﹤0.01% | 937 |
|
|
2021
Q2 | $6K | Sell |
207
-37
| -15% | -$1.07K | ﹤0.01% | 873 |
|
|
2021
Q1 | $7K | Buy |
244
+38
| +18% | +$1.09K | ﹤0.01% | 852 |
|
|
2020
Q4 | $5K | Sell |
206
-194
| -49% | -$4.71K | ﹤0.01% | 850 |
|
|
2020
Q3 | $7K | Buy |
400
+61
| +18% | +$1.07K | ﹤0.01% | 721 |
|
|
2020
Q2 | $6K | Sell |
339
-245
| -42% | -$4.34K | ﹤0.01% | 721 |
|
|
2020
Q1 | $9K | Buy |
584
+467
| +399% | +$7.2K | ﹤0.01% | 573 |
|
|
2019
Q4 | $3K | Buy |
+117
| New | +$3K | ﹤0.01% | 657 |
|
|
2019
Q3 | – | Sell |
-242
| Closed | -$8K | – | 609 |
|
|
2019
Q2 | $8K | Buy |
+242
| New | +$8K | ﹤0.01% | 266 |
|