TFO Wealth Partners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14
| Closed | -$751 | – | 707 |
|
|
2024
Q1 | $751 | Hold |
14
| – | – | ﹤0.01% | 200 |
|
|
2023
Q4 | $633 | Sell |
14
-4
| -22% | -$181 | ﹤0.01% | 275 |
|
|
2023
Q3 | $859 | Buy |
18
+4
| +29% | +$191 | ﹤0.01% | 318 |
|
|
2023
Q2 | $668 | Hold |
14
| – | – | ﹤0.01% | 243 |
|
|
2023
Q1 | $554 | Sell |
14
-24
| -63% | -$950 | ﹤0.01% | 230 |
|
|
2022
Q4 | $1.21K | Buy |
+38
| New | +$1.21K | ﹤0.01% | 325 |
|