NDSI
Newman Dignan & Sheerar Inc’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,826
| Closed | -$229 | – | 167 |
|
|
2019
Q2 | $229 | Sell |
6,826
-2,009
| -23% | -$67 | 0.01% | 160 |
|
|
2019
Q1 | $299K | Buy |
8,835
+523
| +6% | +$17.7K | 0.12% | 125 |
|
|
2018
Q4 | $244 | Sell |
8,312
-8,475
| -50% | -$249 | 0.02% | 132 |
|
|
2018
Q3 | $662K | Sell |
16,787
-3,832
| -19% | -$151K | 0.29% | 82 |
|
|
2018
Q2 | $763 | Sell |
20,619
-689
| -3% | -$25 | 0.05% | 66 |
|
|
2018
Q1 | $1.01M | Buy |
21,308
+5,351
| +34% | +$254K | 0.51% | 54 |
|
|
2017
Q4 | $876K | Hold |
15,957
| – | – | 0.44% | 60 |
|
|
2017
Q3 | $816K | Buy |
15,957
+3
| +0% | +$153 | 0.44% | 64 |
|
|
2017
Q2 | $744K | Buy |
15,954
+100
| +0.6% | +$4.66K | 0.41% | 68 |
|
|
2017
Q1 | $743 | Buy |
15,854
+475
| +3% | +$22 | 0.33% | 72 |
|
|
2016
Q4 | $676K | Sell |
15,379
-525
| -3% | -$23.1K | 0.41% | 72 |
|
|
2016
Q3 | $562K | Hold |
15,904
| – | – | 0.35% | 78 |
|
|
2016
Q2 | $506K | Buy |
15,904
+300
| +2% | +$9.55K | 0.32% | 89 |
|
|
2016
Q1 | $482K | Sell |
15,604
-790
| -5% | -$24.4K | 0.35% | 82 |
|
|
2015
Q4 | $546K | Sell |
16,394
-1,415
| -8% | -$47.1K | 0.39% | 76 |
|
|
2015
Q3 | $571K | Buy |
17,809
+1,600
| +10% | +$51.3K | 0.37% | 64 |
|
|
2015
Q2 | $579K | Sell |
16,209
-850
| -5% | -$30.4K | 0.42% | 69 |
|
|
2015
Q1 | $575K | Buy |
17,059
+7,260
| +74% | +$245K | 0.41% | 70 |
|
|
2014
Q4 | $342 | Buy |
+9,799
| New | +$342 | 0.2% | 101 |
|