GoalVest Advisory’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3K | Buy |
+140
| New | +$11.3K | ﹤0.01% | 302 |
|
|
2024
Q2 | – | Sell |
-90
| Closed | -$4.83K | – | 412 |
|
|
2024
Q1 | $4.83K | Sell |
90
-20
| -18% | -$1.07K | ﹤0.01% | 343 |
|
|
2023
Q4 | $4.97K | Buy |
+110
| New | +$4.97K | ﹤0.01% | 289 |
|
|
2022
Q2 | – | Sell |
-10
| Closed | – | – | 539 |
|
|
2022
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 510 |
|