Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,590
Closed -$76K 1416
2020
Q2
$76K Buy
4,590
+4,500
+5,000% +$71K ﹤0.01% 824
2020
Q1
$1K Sell
90
-424
-82% -$10.2K ﹤0.01% 2084
2019
Q4
$15K Sell
514
-1,000
-66% -$29.1K ﹤0.01% 1152
2019
Q3
$46K Hold
1,514
﹤0.01% 922
2019
Q2
$51K Hold
1,514
﹤0.01% 825
2019
Q1
$51K Hold
1,514
﹤0.01% 812
2018
Q4
$44K Hold
1,514
﹤0.01% 820
2018
Q3
$60K Sell
1,514
-13
-0.9% -$485 ﹤0.01% 794
2018
Q2
$56K Buy
1,527
+1,013
+197% +$42.3K ﹤0.01% 771
2018
Q1
$24K Buy
+514
New +$26.9K ﹤0.01% 907
2017
Q2
Sell
-90
Closed -$4K 1104
2017
Q1
$4K Hold
90
﹤0.01% 1039
2016
Q4
$4K Hold
90
﹤0.01% 996
2016
Q3
$3K Hold
90
﹤0.01% 973
2016
Q2
$3K Sell
90
-51
-36% -$1.73K ﹤0.01% 938
2016
Q1
$5K Sell
141
-1,686
-92% -$49.5K ﹤0.01% 916
2015
Q4
$61K Buy
1,827
+51
+3% +$1.76K ﹤0.01% 639
2015
Q3
$57K Sell
1,776
-61,316
-97% -$2.11M ﹤0.01% 598
2015
Q2
$2.25M Sell
63,092
-1,632
-3% -$57.1K 0.06% 172
2015
Q1
$2.18M Sell
64,724
-21,172
-25% -$702K 0.06% 181
2014
Q4
$3M Buy
85,896
+2,837
+3% +$95.8K 0.08% 146
2014
Q3
$2.85M Buy
83,059
+10,723
+15% +$377K 0.08% 141
2014
Q2
$2.51M Buy
72,336
+2,191
+3% +$74.8K 0.07% 142
2014
Q1
$2.47M Sell
70,145
-510
-0.7% -$17.4K 0.07% 142
2013
Q4
$2.48M Buy
70,655
+9,262
+15% +$303K 0.07% 142
2013
Q3
$1.87M Buy
61,393
+13,101
+27% +$402K 0.06% 150
2013
Q2
$1.42M Buy
+48,292
New +$1.34M 0.04% 196

Other funds holding UNM