EWM
Evercore Wealth Management’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,066
| Closed | -$73K | – | 1095 |
|
|
2016
Q3 | $73K | Buy |
2,066
+577
| +39% | +$20.4K | ﹤0.01% | 532 |
|
|
2016
Q2 | $47K | Buy |
+1,489
| New | +$47K | ﹤0.01% | 594 |
|
|
2016
Q1 | – | Sell |
-2,080
| Closed | -$69K | – | 1016 |
|
|
2015
Q4 | $69K | Buy |
+2,080
| New | +$69K | ﹤0.01% | 538 |
|
|
2014
Q4 | – | Sell |
-4,250
| Closed | -$146K | – | 978 |
|
|
2014
Q3 | $146K | Buy |
+4,250
| New | +$146K | 0.01% | 452 |
|
|
2013
Q4 | – | Sell |
-129
| Closed | -$4K | – | 988 |
|
|
2013
Q3 | $4K | Buy |
+129
| New | +$4K | ﹤0.01% | 911 |
|