Wealthfront’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.56M | Sell |
39,999
-16,512
| -29% | -$645K | 0.02% | 171 |
|
|
2018
Q2 | $2.09M | Buy |
56,511
+32,978
| +140% | +$1.22M | 0.02% | 121 |
|
|
2018
Q1 | $1.12M | Buy |
23,533
+6,285
| +36% | +$299K | 0.01% | 230 |
|
|
2017
Q4 | $947K | Buy |
17,248
+3,477
| +25% | +$191K | 0.01% | 235 |
|
|
2017
Q3 | $704K | Buy |
13,771
+6,818
| +98% | +$349K | 0.01% | 263 |
|
|
2017
Q2 | $324K | Buy |
6,953
+1,877
| +37% | +$87.5K | ﹤0.01% | 367 |
|
|
2017
Q1 | $238K | Buy |
5,076
+103
| +2% | +$4.83K | ﹤0.01% | 385 |
|
|
2016
Q4 | $218K | Buy |
+4,973
| New | +$218K | ﹤0.01% | 362 |
|
|
2015
Q4 | – | Sell |
-3,003
| Closed | -$96K | – | 1019 |
|
|
2015
Q3 | $96K | Sell |
3,003
-132
| -4% | -$4.22K | ﹤0.01% | 421 |
|
|
2015
Q2 | $112K | Buy |
3,135
+544
| +21% | +$19.4K | ﹤0.01% | 381 |
|
|
2015
Q1 | $87K | Buy |
2,591
+1,419
| +121% | +$47.6K | ﹤0.01% | 412 |
|
|
2014
Q4 | $41K | Sell |
1,172
-237
| -17% | -$8.29K | ﹤0.01% | 500 |
|
|
2014
Q3 | $48K | Buy |
1,409
+535
| +61% | +$18.2K | ﹤0.01% | 416 |
|
|
2014
Q2 | $31K | Buy |
874
+483
| +124% | +$17.1K | ﹤0.01% | 444 |
|
|
2014
Q1 | $14K | Buy |
+391
| New | +$14K | ﹤0.01% | 478 |
|