Howe & Rusling’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-22
| Closed | -$1K | – | 939 |
|
|
2018
Q1 | $1K | Sell |
22
-37
| -63% | -$1.68K | ﹤0.01% | 887 |
|
|
2017
Q4 | $3K | Sell |
59
-48
| -45% | -$2.44K | ﹤0.01% | 661 |
|
|
2017
Q3 | $5K | Sell |
107
-8
| -7% | -$374 | ﹤0.01% | 594 |
|
|
2017
Q2 | $5K | Sell |
115
-107
| -48% | -$4.65K | ﹤0.01% | 646 |
|
|
2017
Q1 | $10K | Hold |
222
| – | – | ﹤0.01% | 509 |
|
|
2016
Q4 | $10K | Buy |
222
+61
| +38% | +$2.75K | ﹤0.01% | 508 |
|
|
2016
Q3 | $6K | Buy |
161
+15
| +10% | +$559 | ﹤0.01% | 637 |
|
|
2016
Q2 | $5K | Buy |
146
+10
| +7% | +$342 | ﹤0.01% | 644 |
|
|
2016
Q1 | $4K | Sell |
136
-4
| -3% | -$118 | ﹤0.01% | 732 |
|
|
2015
Q4 | $5K | Buy |
140
+14
| +11% | +$500 | ﹤0.01% | 647 |
|
|
2015
Q3 | $4K | Buy |
126
+60
| +91% | +$1.91K | ﹤0.01% | 692 |
|
|
2015
Q2 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 888 |
|
|
2014
Q2 | – | Sell |
-3,078
| Closed | -$109K | – | 928 |
|
|
2014
Q1 | $109K | Buy |
+3,078
| New | +$109K | 0.03% | 204 |
|
|
2013
Q4 | – | Sell |
-4,117
| Closed | -$126K | – | 884 |
|
|
2013
Q3 | $126K | Sell |
4,117
-305
| -7% | -$9.33K | 0.05% | 175 |
|
|
2013
Q2 | $130K | Buy |
+4,422
| New | +$130K | 0.04% | 191 |
|