TriaGen Wealth Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,844
| Closed | -$287K | – | 175 |
|
|
2023
Q3 | $287K | Buy |
5,844
+6
| +0.1% | +$295 | 0.15% | 120 |
|
|
2023
Q2 | $278K | Buy |
5,838
+43
| +0.7% | +$2.05K | 0.13% | 140 |
|
|
2023
Q1 | $229K | Sell |
5,795
-759
| -12% | -$30K | 0.12% | 149 |
|
|
2022
Q4 | $269K | Buy |
+6,554
| New | +$269K | 0.15% | 140 |
|
|
2021
Q1 | – | Sell |
-19,000
| Closed | -$436K | – | 181 |
|
|
2020
Q4 | $436K | Buy |
+19,000
| New | +$436K | 0.26% | 106 |
|