Northwest & Ethical Investments’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
14,034
-4,700
| -25% | -$378K | 0.03% | 320 |
|
|
2025
Q1 | $1.52M | Buy |
18,734
+15,834
| +546% | +$1.29M | 0.04% | 274 |
|
|
2024
Q4 | $212K | Buy |
+2,900
| New | +$212K | 0.01% | 400 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$78.1K | – | 406 |
|
|
2018
Q3 | $78.1K | Sell |
2,000
-1,600
| -44% | -$62.5K | ﹤0.01% | 339 |
|
|
2018
Q2 | $133K | Sell |
3,600
-38,777
| -92% | -$1.43M | 0.01% | 342 |
|
|
2018
Q1 | $2.02M | Buy |
42,377
+700
| +2% | +$33.3K | 0.14% | 216 |
|
|
2017
Q4 | $2.29M | Buy |
41,677
+39,477
| +1,794% | +$2.17M | 0.15% | 200 |
|
|
2017
Q3 | $128K | Buy |
2,200
+100
| +5% | +$5.81K | 0.01% | 333 |
|
|
2017
Q2 | $97.9K | Sell |
2,100
-61,544
| -97% | -$2.87M | 0.01% | 343 |
|
|
2017
Q1 | $2.98M | Sell |
63,644
-700
| -1% | -$32.8K | 0.2% | 136 |
|
|
2016
Q4 | $2.83M | Buy |
64,344
+24,300
| +61% | +$1.07M | 0.19% | 132 |
|
|
2016
Q3 | $1.41M | Buy |
+40,044
| New | +$1.41M | 0.1% | 215 |
|