Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,533
Closed -$43K 279
2021
Q1
$43K Sell
1,533
-58,272
-97% -$1.51M 0.01% 164
2020
Q4
$1.37M Sell
59,805
-32,697
-35% -$676K 0.39% 46
2020
Q3
$1.56M Sell
92,502
-13,001
-12% -$231K 0.51% 43
2020
Q2
$1.75M Buy
105,503
+103,966
+6,764% +$1.64M 0.62% 38
2020
Q1
$23K Sell
1,537
-278
-15% -$6.69K 0.01% 192
2019
Q4
$53K Sell
1,815
-259
-12% -$7.53K 0.02% 205
2019
Q3
$62K Sell
2,074
-150
-7% -$4.45K 0.02% 192
2019
Q2
$75K Sell
2,224
-52
-2% -$1.8K 0.03% 191
2019
Q1
$77K Sell
2,276
-73
-3% -$2.54K 0.03% 173
2018
Q4
$69K Buy
+2,349
New +$82.2K 0.03% 186

Other funds holding UNM