Veritable’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 |
-11,272
| Closed | -$538K | – | 751 |
|
2023
Q2 | $538K | Buy |
11,272
+558
| +5% | +$26.6K | 0.01% | 517 |
|
2023
Q1 | $424K | Buy |
10,714
+704
| +7% | +$27.9K | 0.01% | 587 |
|
2022
Q4 | $411K | Buy |
10,010
+7
| +0.1% | +$287 | 0.01% | 580 |
|
2022
Q3 | $388K | Sell |
10,003
-48
| -0.5% | -$1.86K | 0.01% | 565 |
|
2022
Q2 | $342K | Buy |
10,051
+713
| +8% | +$24.3K | 0.01% | 637 |
|
2022
Q1 | $294K | Buy |
9,338
+314
| +3% | +$9.89K | ﹤0.01% | 725 |
|
2021
Q4 | $222K | Buy |
+9,024
| New | +$222K | ﹤0.01% | 840 |
|
2019
Q3 | – | Sell |
-6,142
| Closed | -$206K | – | 818 |
|
2019
Q2 | $206K | Sell |
6,142
-1,842
| -23% | -$61.8K | ﹤0.01% | 755 |
|
2019
Q1 | $270K | Sell |
7,984
-632
| -7% | -$21.4K | 0.01% | 674 |
|
2018
Q4 | $253K | Buy |
8,616
+2,097
| +32% | +$61.6K | 0.01% | 653 |
|
2018
Q3 | $255K | Sell |
6,519
-39
| -0.6% | -$1.53K | 0.01% | 690 |
|
2018
Q2 | $243K | Sell |
6,558
-1,444
| -18% | -$53.5K | 0.01% | 699 |
|
2018
Q1 | $381K | Buy |
8,002
+280
| +4% | +$13.3K | 0.01% | 561 |
|
2017
Q4 | $424K | Sell |
7,722
-528
| -6% | -$29K | 0.01% | 539 |
|
2017
Q3 | $422K | Sell |
8,250
-83
| -1% | -$4.25K | 0.01% | 527 |
|
2017
Q2 | $389K | Buy |
8,333
+3,896
| +88% | +$182K | 0.01% | 559 |
|
2017
Q1 | $208K | Buy |
+4,437
| New | +$208K | 0.01% | 707 |
|