WP
WealthSource Partners’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,990
| Closed | -$205K | – | 510 |
|
|
2022
Q4 | $205K | Buy |
+4,990
| New | +$205K | 0.01% | 461 |
|
|
2022
Q3 | – | Sell |
-8,603
| Closed | -$293K | – | 553 |
|
|
2022
Q2 | $293K | Hold |
8,603
| – | – | 0.02% | 404 |
|
|
2022
Q1 | $271K | Hold |
8,603
| – | – | 0.02% | 475 |
|
|
2021
Q4 | $211K | Sell |
8,603
-450
| -5% | -$11K | 0.02% | 513 |
|
|
2021
Q3 | $227K | Hold |
9,053
| – | – | 0.02% | 458 |
|
|
2021
Q2 | $257K | Sell |
9,053
-120
| -1% | -$3.41K | 0.02% | 396 |
|
|
2021
Q1 | $255K | Sell |
9,173
-870
| -9% | -$24.2K | 0.03% | 366 |
|
|
2020
Q4 | $230K | Sell |
10,043
-350
| -3% | -$8.02K | 0.03% | 335 |
|
|
2020
Q3 | $175K | Sell |
10,393
-575
| -5% | -$9.68K | 0.02% | 340 |
|
|
2020
Q2 | $182K | Buy |
+10,968
| New | +$182K | 0.03% | 317 |
|
|
2020
Q1 | – | Sell |
-8,093
| Closed | -$236K | – | 427 |
|
|
2019
Q4 | $236K | Sell |
8,093
-275
| -3% | -$8.02K | 0.03% | 359 |
|
|
2019
Q3 | $249K | Buy |
8,368
+309
| +4% | +$9.2K | 0.04% | 359 |
|
|
2019
Q2 | $270K | Buy |
8,059
+225
| +3% | +$7.54K | 0.04% | 357 |
|
|
2019
Q1 | $265K | Buy |
7,834
+500
| +7% | +$16.9K | 0.06% | 274 |
|
|
2018
Q4 | $215K | Buy |
+7,334
| New | +$215K | 0.06% | 265 |
|