LWM
LBA Wealth Management’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.21M | Sell |
25,853
-400
| -2% | -$18.8K | 0.64% | 28 |
|
|
2016
Q4 | $1.15M | Sell |
26,253
-450
| -2% | -$19.8K | 0.63% | 27 |
|
|
2016
Q3 | $943K | Sell |
26,703
-25
| -0.1% | -$883 | 0.53% | 33 |
|
|
2016
Q2 | $850K | Buy |
26,728
+1,400
| +6% | +$44.5K | 0.48% | 41 |
|
|
2016
Q1 | $783K | Buy |
25,328
+400
| +2% | +$12.4K | 0.45% | 38 |
|
|
2015
Q4 | $830K | Buy |
24,928
+2,420
| +11% | +$80.6K | 0.48% | 36 |
|
|
2015
Q3 | $722K | Buy |
22,508
+84
| +0.4% | +$2.7K | 0.46% | 37 |
|
|
2015
Q2 | $802K | Buy |
22,424
+750
| +3% | +$26.8K | 0.5% | 36 |
|
|
2015
Q1 | $731K | Buy |
21,674
+3,215
| +17% | +$108K | 0.46% | 39 |
|
|
2014
Q4 | $644K | Buy |
18,459
+1,500
| +9% | +$52.3K | 0.43% | 41 |
|
|
2014
Q3 | $583K | Sell |
16,959
-1,075
| -6% | -$37K | 0.4% | 45 |
|
|
2014
Q2 | $627K | Buy |
18,034
+200
| +1% | +$6.95K | 0.51% | 42 |
|
|
2014
Q1 | $630K | Buy |
17,834
+850
| +5% | +$30K | 0.52% | 43 |
|
|
2013
Q4 | $596K | Buy |
+16,984
| New | +$596K | 0.49% | 44 |
|