Plante Moran Financial Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-186
| Closed | -$5K | – | 1031 |
|
|
2021
Q4 | $5K | Buy |
+186
| New | +$5K | ﹤0.01% | 831 |
|
|
2014
Q3 | – | Sell |
-84
| Closed | -$3K | – | 855 |
|
|
2014
Q2 | $3K | Hold |
84
| – | – | ﹤0.01% | 736 |
|
|
2014
Q1 | $3K | Hold |
84
| – | – | ﹤0.01% | 539 |
|
|
2013
Q4 | $3K | Hold |
84
| – | – | ﹤0.01% | 600 |
|
|
2013
Q3 | $3K | Hold |
84
| – | – | ﹤0.01% | 529 |
|
|
2013
Q2 | $2K | Buy |
+84
| New | +$2K | ﹤0.01% | 552 |
|