Financial Architects (New Jersey)’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-451
| Closed | -$15K | – | 1329 |
|
|
2019
Q1 | $15K | Sell |
451
-4
| -0.9% | -$133 | ﹤0.01% | 881 |
|
|
2018
Q4 | $13K | Sell |
455
-114
| -20% | -$3.26K | ﹤0.01% | 834 |
|
|
2018
Q3 | $22K | Sell |
569
-14
| -2% | -$541 | ﹤0.01% | 774 |
|
|
2018
Q2 | $22K | Sell |
583
-7
| -1% | -$264 | ﹤0.01% | 787 |
|
|
2018
Q1 | $28K | Sell |
590
-39
| -6% | -$1.85K | 0.01% | 707 |
|
|
2017
Q4 | $35K | Hold |
629
| – | – | 0.01% | 692 |
|
|
2017
Q3 | $32K | Sell |
629
-67
| -10% | -$3.41K | 0.01% | 742 |
|
|
2017
Q2 | $32K | Buy |
696
+77
| +12% | +$3.54K | 0.01% | 733 |
|
|
2017
Q1 | $29K | Sell |
619
-77
| -11% | -$3.61K | 0.01% | 751 |
|
|
2016
Q4 | $31K | Sell |
696
-240
| -26% | -$10.7K | 0.01% | 705 |
|
|
2016
Q3 | $33K | Hold |
936
| – | – | 0.01% | 692 |
|
|
2016
Q2 | $30K | Buy |
+936
| New | +$30K | 0.01% | 666 |
|