First Trust Direct Indexing’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,082
| Closed | -$540K | – | 874 |
|
|
2024
Q3 | $540K | Buy |
9,082
+1,913
| +27% | +$114K | 0.03% | 520 |
|
|
2024
Q2 | $366K | Buy |
7,169
+816
| +13% | +$41.7K | 0.02% | 584 |
|
|
2024
Q1 | $341K | Buy |
6,353
+185
| +3% | +$9.93K | 0.03% | 580 |
|
|
2023
Q4 | $279K | Buy |
6,168
+261
| +4% | +$11.8K | 0.03% | 598 |
|
|
2023
Q3 | $291K | Sell |
5,907
-5,621
| -49% | -$276K | 0.03% | 527 |
|
|
2023
Q2 | $550K | Buy |
11,528
+5,128
| +80% | +$245K | 0.06% | 382 |
|
|
2023
Q1 | $253K | Buy |
+6,400
| New | +$253K | 0.03% | 592 |
|
|
2021
Q1 | – | Sell |
-301
| Closed | -$7K | – | 962 |
|
|
2020
Q4 | $7K | Buy |
+301
| New | +$7K | ﹤0.01% | 978 |
|