Texas Yale Capital Corp’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-18,000
| Closed | -$303K | – | 443 |
|
|
2020
Q3 | $303K | Sell |
18,000
-2,000
| -10% | -$33.7K | 0.02% | 351 |
|
|
2020
Q2 | $332K | Hold |
20,000
| – | – | 0.03% | 339 |
|
|
2020
Q1 | $300K | Sell |
20,000
-675
| -3% | -$10.1K | 0.03% | 332 |
|
|
2019
Q4 | $603K | Sell |
20,675
-1,390
| -6% | -$40.5K | 0.04% | 304 |
|
|
2019
Q3 | $656K | Sell |
22,065
-3,900
| -15% | -$116K | 0.05% | 288 |
|
|
2019
Q2 | $871K | Sell |
25,965
-25,965
| -50% | -$871K | 0.07% | 256 |
|
|
2019
Q1 | $1.76M | Buy |
51,930
+25,965
| +100% | +$878K | 0.07% | 243 |
|
|
2018
Q4 | $763K | Hold |
25,965
| – | – | 0.07% | 239 |
|
|
2018
Q3 | $1.01M | Buy |
25,965
+1,540
| +6% | +$60.1K | 0.08% | 230 |
|
|
2018
Q2 | $903K | Hold |
24,425
| – | – | 0.08% | 230 |
|
|
2018
Q1 | $1.16M | Hold |
24,425
| – | – | 0.1% | 195 |
|
|
2017
Q4 | $1.34M | Hold |
24,425
| – | – | 0.12% | 174 |
|
|
2017
Q3 | $1.25M | Hold |
24,425
| – | – | 0.11% | 177 |
|
|
2017
Q2 | $1.14M | Hold |
24,425
| – | – | 0.1% | 184 |
|
|
2017
Q1 | $1.15M | Hold |
24,425
| – | – | 0.1% | 179 |
|
|
2016
Q4 | $1.07M | Hold |
24,425
| – | – | 0.1% | 182 |
|
|
2016
Q3 | $862K | Hold |
24,425
| – | – | 0.08% | 219 |
|
|
2016
Q2 | $776K | Hold |
24,425
| – | – | 0.08% | 230 |
|
|
2016
Q1 | $755K | Hold |
24,425
| – | – | 0.08% | 227 |
|
|
2015
Q4 | $813K | Hold |
24,425
| – | – | 0.08% | 214 |
|
|
2015
Q3 | $784K | Hold |
24,425
| – | – | 0.07% | 226 |
|
|
2015
Q2 | $873K | Buy |
24,425
+4,975
| +26% | +$178K | 0.07% | 229 |
|
|
2015
Q1 | $656K | Buy |
19,450
+4,406
| +29% | +$149K | 0.05% | 283 |
|
|
2014
Q4 | $525K | Buy |
15,044
+315
| +2% | +$11K | 0.05% | 316 |
|
|
2014
Q3 | $506K | Buy |
+14,729
| New | +$506K | 0.05% | 288 |
|