Tradition Wealth Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,050
| Closed | -$47K | – | 1145 |
|
|
2023
Q4 | $47K | Sell |
1,050
-107
| -9% | -$4.79K | ﹤0.01% | 645 |
|
|
2023
Q3 | $57K | Buy |
1,157
+422
| +57% | +$20.8K | 0.01% | 574 |
|
|
2023
Q2 | $35K | Buy |
735
+93
| +14% | +$4.43K | ﹤0.01% | 727 |
|
|
2023
Q1 | $25K | Hold |
642
| – | – | ﹤0.01% | 785 |
|
|
2022
Q4 | $26K | Hold |
642
| – | – | ﹤0.01% | 692 |
|
|
2022
Q3 | $25K | Hold |
642
| – | – | ﹤0.01% | 707 |
|
|
2022
Q2 | $22K | Hold |
642
| – | – | ﹤0.01% | 632 |
|
|
2022
Q1 | $20K | Hold |
642
| – | – | ﹤0.01% | 721 |
|
|
2021
Q4 | $16K | Buy |
642
+422
| +192% | +$10.5K | ﹤0.01% | 792 |
|
|
2021
Q3 | $6K | Buy |
220
+20
| +10% | +$545 | ﹤0.01% | 1014 |
|
|
2021
Q2 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 1053 |
|
|
2021
Q1 | – | Sell |
-200
| Closed | -$5K | – | 1038 |
|
|
2020
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 853 |
|