EFS
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Essex Financial Services’s Unum UNM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,030
Closed -$247K 507
2022
Q4
$247K Sell
6,030
-1,593
-21% -$65.3K 0.03% 414
2022
Q3
$296K Sell
7,623
-290
-4% -$11.3K 0.04% 343
2022
Q2
$269K Buy
7,913
+459
+6% +$15.6K 0.03% 385
2022
Q1
$235K Buy
+7,454
New +$235K 0.02% 429