MorganRosel Wealth Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,557
| Closed | -$930K | – | 112 |
|
|
2023
Q4 | $930K | Sell |
20,557
-771
| -4% | -$34.9K | 0.36% | 50 |
|
|
2023
Q3 | $1.05M | Buy |
21,328
+4,051
| +23% | +$199K | 0.44% | 36 |
|
|
2023
Q2 | $824K | Sell |
17,277
-9,704
| -36% | -$463K | 0.34% | 56 |
|
|
2023
Q1 | $1.07M | Sell |
26,981
-2,387
| -8% | -$94.4K | 0.46% | 38 |
|
|
2022
Q4 | $1.2M | Sell |
29,368
-971
| -3% | -$39.8K | 0.55% | 32 |
|
|
2022
Q3 | $1.18M | Buy |
+30,339
| New | +$1.18M | 0.59% | 27 |
|