Tilia Fiduciary Partners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,100
| Closed | -$52.5K | – | 470 |
|
|
2023
Q2 | $52.5K | Hold |
1,100
| – | – | 0.05% | 202 |
|
|
2023
Q1 | $43.5K | Hold |
1,100
| – | – | 0.04% | 225 |
|
|
2022
Q4 | $45.1K | Buy |
1,100
+500
| +83% | +$20.5K | 0.04% | 211 |
|
|
2022
Q3 | $25K | Hold |
600
| – | – | 0.03% | 265 |
|
|
2022
Q2 | $20K | Buy |
+600
| New | +$20K | 0.02% | 300 |
|