Evoke Wealth’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-147
| Closed | -$6K | – | 1095 |
|
|
2022
Q3 | $6K | Hold |
147
| – | – | ﹤0.01% | 861 |
|
|
2022
Q2 | $5K | Sell |
147
-25
| -15% | -$850 | ﹤0.01% | 905 |
|
|
2022
Q1 | $5K | Hold |
172
| – | – | ﹤0.01% | 927 |
|
|
2021
Q4 | $4K | Sell |
172
-46
| -21% | -$1.07K | ﹤0.01% | 966 |
|
|
2021
Q3 | $5K | Hold |
218
| – | – | ﹤0.01% | 866 |
|
|
2021
Q2 | $6K | Sell |
218
-136
| -38% | -$3.74K | ﹤0.01% | 846 |
|
|
2021
Q1 | $10K | Buy |
354
+86
| +32% | +$2.43K | ﹤0.01% | 697 |
|
|
2020
Q4 | $6K | Hold |
268
| – | – | ﹤0.01% | 689 |
|
|
2020
Q3 | $5K | Sell |
268
-112
| -29% | -$2.09K | ﹤0.01% | 685 |
|
|
2020
Q2 | $6K | Buy |
380
+82
| +28% | +$1.3K | ﹤0.01% | 643 |
|
|
2020
Q1 | $4.48K | Buy |
298
+271
| +1,004% | +$4.07K | ﹤0.01% | 636 |
|
|
2019
Q4 | $773 | Buy |
27
+13
| +93% | +$372 | ﹤0.01% | 1164 |
|
|
2019
Q3 | $416 | Buy |
+14
| New | +$416 | ﹤0.01% | 1364 |
|