Stonebridge Capital Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-406
| Closed | -$11K | – | 1118 |
|
2021
Q2 | $11K | Hold |
406
| – | – | ﹤0.01% | 735 |
|
2021
Q1 | $11K | Buy |
+406
| New | +$11K | ﹤0.01% | 621 |
|
2020
Q3 | – | Sell |
-1,054
| Closed | -$17K | – | 678 |
|
2020
Q2 | $17K | Hold |
1,054
| – | – | ﹤0.01% | 429 |
|
2020
Q1 | $16K | Hold |
1,054
| – | – | ﹤0.01% | 422 |
|
2019
Q4 | $31K | Hold |
1,054
| – | – | 0.01% | 390 |
|
2019
Q3 | $31K | Hold |
1,054
| – | – | 0.01% | 391 |
|
2019
Q2 | $35K | Buy |
+1,054
| New | +$35K | 0.01% | 379 |
|