Financial Gravity Asset Management’s Unum UNM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-97	Closed	-$5.25K	–	2477
2024 Q1	$5.25K	Buy	97 +87	+870%	+$4.24K	﹤0.01%	853
2023 Q4	$585	Buy	10 +5	+100%	+$228	﹤0.01%	1133
2023 Q3	$303	Sell	5 -43	-90%	-$2.1K	﹤0.01%	882
2023 Q2	$11.2K	Buy	48 +8	+20%	+$349	0.03%	299
2023 Q1	$275	Sell	40 -1	-2%	-$41	0.01%	561
2022 Q4	$9.74K	Buy	+41	New	+$1.72K	0.05%	258
2020 Q2	–	Sell	-6	Closed	-$83	–	869
2020 Q1	$83	Sell	6 -1	-14%	-$24	﹤0.01%	912
2019 Q4	$29K	Buy	+7	New	+$204	0.02%	883
2018 Q3	$0	Hold	9	–	–	﹤0.01%	1637
2018 Q2	$0	Sell	9 -1	-10%	-$42	﹤0.01%	1623
2018 Q1	$0	Buy	+10	New	+$522	﹤0.01%	1521