HeadInvest LLC’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,770
| Closed | -$185K | – | 668 |
|
|
2023
Q3 | $185K | Buy |
+3,770
| New | +$185K | 0.04% | 227 |
|
|
2023
Q1 | – | Sell |
-6,405
| Closed | -$263K | – | 227 |
|
|
2022
Q4 | $263K | Sell |
6,405
-1,170
| -15% | -$48K | 0.06% | 190 |
|
|
2022
Q3 | $294K | Buy |
7,575
+150
| +2% | +$5.82K | 0.07% | 175 |
|
|
2022
Q2 | $253K | Hold |
7,425
| – | – | 0.06% | 191 |
|
|
2022
Q1 | $234K | Sell |
7,425
-5,095
| -41% | -$161K | 0.04% | 212 |
|
|
2021
Q4 | $308K | Buy |
12,520
+945
| +8% | +$23.2K | 0.05% | 192 |
|
|
2021
Q3 | $290K | Buy |
11,575
+45
| +0.4% | +$1.13K | 0.06% | 189 |
|
|
2021
Q2 | $327K | Buy |
11,530
+285
| +3% | +$8.08K | 0.06% | 181 |
|
|
2021
Q1 | $312K | Buy |
11,245
+2,415
| +27% | +$67K | 0.06% | 178 |
|
|
2020
Q4 | $203K | Buy |
+8,830
| New | +$203K | 0.04% | 209 |
|