LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-825
| Closed | -$19K | – | 682 |
|
|
2020
Q4 | $19K | Hold |
825
| – | – | ﹤0.01% | 513 |
|
|
2020
Q3 | $14K | Hold |
825
| – | – | ﹤0.01% | 497 |
|
|
2020
Q2 | $14K | Hold |
825
| – | – | ﹤0.01% | 482 |
|
|
2020
Q1 | $12K | Hold |
825
| – | – | ﹤0.01% | 528 |
|
|
2019
Q4 | $24K | Hold |
825
| – | – | ﹤0.01% | 518 |
|
|
2019
Q3 | $25K | Hold |
825
| – | – | ﹤0.01% | 498 |
|
|
2019
Q2 | $28K | Hold |
825
| – | – | ﹤0.01% | 479 |
|
|
2019
Q1 | $28K | Hold |
825
| – | – | ﹤0.01% | 479 |
|
|
2018
Q4 | $30K | Buy |
+825
| New | +$30K | ﹤0.01% | 463 |
|
|
2018
Q3 | – | Sell |
-19
| Closed | – | – | 678 |
|
|
2018
Q2 | $0 | Hold |
19
| – | – | ﹤0.01% | 733 |
|
|
2018
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 710 |
|
|
2017
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 717 |
|
|
2017
Q3 | $0 | Buy |
+19
| New | – | ﹤0.01% | 903 |
|