WFG Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-8
| Closed | – | – | 1691 |
|
|
2016
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 1689 |
|
|
2016
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1679 |
|
|
2015
Q1 | – | Sell |
-420
| Closed | -$15K | – | 2070 |
|
|
2014
Q4 | $15K | Sell |
420
-3,570
| -89% | -$128K | ﹤0.01% | 1325 |
|
|
2014
Q3 | $137K | Buy |
3,990
+11
| +0.3% | +$378 | 0.03% | 551 |
|
|
2014
Q2 | $138K | Sell |
3,979
-9
| -0.2% | -$312 | 0.03% | 549 |
|
|
2014
Q1 | $141K | Buy |
3,988
+9
| +0.2% | +$318 | 0.03% | 522 |
|
|
2013
Q4 | $140K | Sell |
3,979
-145
| -4% | -$5.1K | 0.02% | 622 |
|
|
2013
Q3 | $126K | Buy |
4,124
+1,855
| +82% | +$56.7K | 0.02% | 630 |
|
|
2013
Q2 | $67K | Buy |
+2,269
| New | +$67K | 0.01% | 784 |
|