Mount Yale Investment Advisors’s Unum UNM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.2K	Buy	+52	New	+$4.2K	﹤0.01%	1252
2018 Q4	–	Sell	-1,192	Closed	-$45K	–	763
2018 Q3	$45K	Sell	1,192 -197	-14%	-$7.44K	0.01%	622
2018 Q2	$51K	Buy	1,389 +503	+57%	+$18.5K	0.01%	619
2018 Q1	$42K	Buy	+886	New	+$42K	0.01%	644