FormulaFolio Investments’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-41,229
| Closed | -$946K | – | 789 |
|
|
2020
Q4 | $946K | Buy |
+41,229
| New | +$946K | 0.02% | 325 |
|
|
2017
Q2 | – | Sell |
-22,959
| Closed | -$1.08M | – | 249 |
|
|
2017
Q1 | $1.08M | Buy |
22,959
+656
| +3% | +$30.8K | 0.12% | 59 |
|
|
2016
Q4 | $980K | Buy |
+22,303
| New | +$980K | 0.13% | 47 |
|
|
2016
Q2 | – | Sell |
-39,435
| Closed | -$1.22M | – | 144 |
|
|
2016
Q1 | $1.22M | Buy |
+39,435
| New | +$1.22M | 0.21% | 40 |
|
|
2015
Q3 | – | Sell |
-28,551
| Closed | -$1.02M | – | 127 |
|
|
2015
Q2 | $1.02M | Buy |
+28,551
| New | +$1.02M | 0.28% | 38 |
|