Wealthspire Advisors (Maryland)’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,507
| Closed | -$85K | – | 1992 |
|
|
2019
Q1 | $85K | Sell |
2,507
-135
| -5% | -$4.58K | 0.01% | 701 |
|
|
2018
Q4 | $78K | Buy |
2,642
+321
| +14% | +$9.48K | 0.01% | 693 |
|
|
2018
Q3 | $91K | Buy |
2,321
+20
| +0.9% | +$784 | 0.01% | 731 |
|
|
2018
Q2 | $85K | Buy |
2,301
+68
| +3% | +$2.51K | 0.01% | 770 |
|
|
2018
Q1 | $106K | Sell |
2,233
-30
| -1% | -$1.42K | 0.01% | 694 |
|
|
2017
Q4 | $124K | Buy |
2,263
+113
| +5% | +$6.19K | 0.01% | 635 |
|
|
2017
Q3 | $110K | Sell |
2,150
-94
| -4% | -$4.81K | 0.01% | 669 |
|
|
2017
Q2 | $105K | Sell |
2,244
-190
| -8% | -$8.89K | 0.01% | 682 |
|
|
2017
Q1 | $114K | Buy |
2,434
+29
| +1% | +$1.36K | 0.02% | 557 |
|
|
2016
Q4 | $106K | Buy |
2,405
+153
| +7% | +$6.74K | 0.02% | 562 |
|
|
2016
Q3 | $80K | Buy |
2,252
+85
| +4% | +$3.02K | 0.01% | 642 |
|
|
2016
Q2 | $69K | Buy |
2,167
+210
| +11% | +$6.69K | 0.01% | 642 |
|
|
2016
Q1 | $61K | Sell |
1,957
-322
| -14% | -$10K | 0.01% | 653 |
|
|
2015
Q4 | $76K | Buy |
+2,279
| New | +$76K | 0.01% | 600 |
|