MPS Loria Financial Planners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-705
| Closed | -$19K | – | 536 |
|
|
2021
Q1 | $19K | Hold |
705
| – | – | 0.01% | 245 |
|
|
2020
Q4 | $16K | Buy |
705
+29
| +4% | +$658 | 0.01% | 257 |
|
|
2020
Q3 | $11K | Hold |
676
| – | – | 0.01% | 232 |
|
|
2020
Q2 | $11K | Buy |
+676
| New | +$11K | 0.01% | 247 |
|
|
2017
Q3 | – | Sell |
-676
| Closed | -$34K | – | 316 |
|
|
2017
Q2 | $34K | Buy |
+676
| New | +$34K | 0.02% | 186 |
|