Gideon Capital Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,776
| Closed | -$294K | – | 407 |
|
|
2019
Q2 | $294K | Buy |
+8,776
| New | +$294K | 0.1% | 225 |
|
|
2018
Q2 | – | Sell |
-14,398
| Closed | -$685K | – | 497 |
|
|
2018
Q1 | $685K | Buy |
+14,398
| New | +$685K | 0.42% | 62 |
|
|
2017
Q1 | – | Sell |
-12,866
| Closed | -$566K | – | 519 |
|
|
2016
Q4 | $566K | Sell |
12,866
-17,450
| -58% | -$768K | 0.36% | 64 |
|
|
2016
Q3 | $1.07M | Sell |
30,316
-30,056
| -50% | -$1.06M | 0.65% | 51 |
|
|
2016
Q2 | $1.92M | Buy |
60,372
+50,606
| +518% | +$1.61M | 1.12% | 23 |
|
|
2016
Q1 | $302K | Sell |
9,766
-4,336
| -31% | -$134K | 0.38% | 100 |
|
|
2015
Q4 | $469K | Buy |
+14,102
| New | +$469K | 0.34% | 109 |
|
|
2015
Q3 | – | Sell |
-10,404
| Closed | -$372K | – | 328 |
|
|
2015
Q2 | $372K | Sell |
10,404
-12,817
| -55% | -$458K | 0.15% | 174 |
|
|
2015
Q1 | $783K | Buy |
+23,221
| New | +$783K | 0.32% | 112 |
|
|
2014
Q4 | – | Sell |
-44,207
| Closed | -$1.52M | – | 311 |
|
|
2014
Q3 | $1.52M | Buy |
+44,207
| New | +$1.52M | 0.59% | 55 |
|
|
2014
Q1 | – | Sell |
-21,270
| Closed | -$746K | – | 289 |
|
|
2013
Q4 | $746K | Buy |
+21,270
| New | +$746K | 0.44% | 78 |
|