Squar Milner Financial Services’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-676
| Closed | -$10K | – | 706 |
|
|
2020
Q1 | $10K | Buy |
676
+67
| +11% | +$991 | 0.01% | 542 |
|
|
2019
Q4 | $17K | Buy |
+609
| New | +$17K | 0.01% | 541 |
|
|
2019
Q3 | – | Sell |
-383
| Closed | -$13K | – | 684 |
|
|
2019
Q2 | $13K | Buy |
383
+65
| +20% | +$2.21K | 0.01% | 496 |
|
|
2019
Q1 | $10K | Buy |
318
+193
| +154% | +$6.07K | 0.01% | 528 |
|
|
2018
Q4 | $4K | Hold |
125
| – | – | ﹤0.01% | 620 |
|
|
2018
Q3 | $5K | Hold |
125
| – | – | ﹤0.01% | 624 |
|
|
2018
Q2 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 716 |
|