Strategic Investment Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,518
| Closed | -$333K | – | 244 |
|
|
2024
Q2 | $333K | Sell |
6,518
-245
| -4% | -$12.5K | 0.04% | 203 |
|
|
2024
Q1 | $363K | Buy |
6,763
+647
| +11% | +$34.7K | 0.05% | 196 |
|
|
2023
Q4 | $277K | Sell |
6,116
-500
| -8% | -$22.6K | 0.04% | 206 |
|
|
2023
Q3 | $325K | Buy |
6,616
+80
| +1% | +$3.94K | 0.05% | 196 |
|
|
2023
Q2 | $312K | Buy |
6,536
+627
| +11% | +$29.9K | 0.04% | 163 |
|
|
2023
Q1 | $234K | Buy |
+5,909
| New | +$234K | 0.04% | 220 |
|