Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,844
Closed -$309K 552
2023
Q4
$309K Buy
+6,844
New +$312K 0.01% 269
2023
Q1
Sell
-7,343
Closed -$301K 549
2022
Q4
$301K Buy
+7,343
New +$308K 0.01% 284
2022
Q1
Sell
-2,806
Closed -$69K 382
2021
Q4
$69K Buy
+2,806
New +$71.8K ﹤0.01% 278
2021
Q2
Sell
-10,704
Closed -$298K 850
2021
Q1
$298K Sell
10,704
-9,836
-48% -$255K ﹤0.01% 440
2020
Q4
$471K Buy
+20,540
New +$425K 0.01% 370
2020
Q2
Sell
-46,433
Closed -$697K 675
2020
Q1
$697K Buy
+46,433
New +$1.12M 0.01% 359

Other funds holding UNM