TPWM
Twelve Points Wealth Management’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,972
| Closed | -$573K | – | 170 |
|
|
2022
Q4 | $573K | Sell |
13,972
-899
| -6% | -$36.9K | 0.39% | 76 |
|
|
2022
Q3 | $577K | Buy |
14,871
+1,005
| +7% | +$39K | 0.45% | 73 |
|
|
2022
Q2 | $472K | Buy |
13,866
+2,529
| +22% | +$86.1K | 0.36% | 95 |
|
|
2022
Q1 | $357K | Buy |
11,337
+3,186
| +39% | +$100K | 0.27% | 122 |
|
|
2021
Q4 | $200K | Buy |
+8,151
| New | +$200K | 0.16% | 166 |
|