Icon Wealth Partners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,000
| Closed | -$284K | – | 358 |
|
|
2021
Q2 | $284K | Buy |
10,000
+2,442
| +32% | +$69.4K | 0.03% | 303 |
|
|
2021
Q1 | $210K | Buy |
+7,558
| New | +$210K | 0.03% | 319 |
|
|
2019
Q2 | – | Sell |
-537
| Closed | -$18K | – | 734 |
|
|
2019
Q1 | $18K | Buy |
+537
| New | +$18K | 0.01% | 587 |
|
|
2018
Q3 | – | Sell |
-619
| Closed | -$23K | – | 701 |
|
|
2018
Q2 | $23K | Buy |
+619
| New | +$23K | 0.01% | 560 |
|
|
2018
Q1 | – | Sell |
-333
| Closed | -$18K | – | 702 |
|
|
2017
Q4 | $18K | Buy |
+333
| New | +$18K | 0.01% | 632 |
|