Principle Wealth Partners’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,640
| Closed | -$354K | – | 325 |
|
|
2022
Q4 | $354K | Sell |
8,640
-715
| -8% | -$29.3K | 0.04% | 232 |
|
|
2022
Q3 | $363 | Hold |
9,355
| – | – | 0.03% | 211 |
|
|
2022
Q2 | $318K | Hold |
9,355
| – | – | 0.04% | 237 |
|
|
2022
Q1 | $295K | Hold |
9,355
| – | – | 0.03% | 261 |
|
|
2021
Q4 | $230K | Hold |
9,355
| – | – | 0.02% | 294 |
|
|
2021
Q3 | $234K | Hold |
9,355
| – | – | 0.03% | 287 |
|
|
2021
Q2 | $266K | Buy |
+9,355
| New | +$266K | 0.03% | 273 |
|
|
2020
Q3 | – | Sell |
-6,620
| Closed | -$110K | – | 407 |
|
|
2020
Q2 | $110K | Buy |
+6,620
| New | +$110K | 0.03% | 199 |
|