Realta Investment Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,099
| Closed | -$243K | – | 771 |
|
|
2023
Q3 | $243K | Hold |
5,099
| – | – | 0.06% | 338 |
|
|
2023
Q2 | $243K | Buy |
5,099
+14
| +0.3% | +$668 | 0.05% | 353 |
|
|
2023
Q1 | $201K | Buy |
5,085
+175
| +4% | +$6.92K | 0.05% | 390 |
|
|
2022
Q4 | $201K | Sell |
4,910
-387
| -7% | -$15.9K | 0.05% | 391 |
|
|
2022
Q3 | $206K | Buy |
+5,297
| New | +$206K | 0.05% | 353 |
|