Winslow Evans & Crocker’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $17K | Buy |
757
+300
| +66% | +$6.2K | ﹤0.01% | 834 |
|
|
2020
Q3 | $8K | Hold |
457
| – | – | ﹤0.01% | 800 |
|
|
2020
Q2 | $8K | Sell |
457
-1
| -0.2% | -$16 | ﹤0.01% | 789 |
|
|
2020
Q1 | $8K | Hold |
458
| – | – | ﹤0.01% | 772 |
|
|
2019
Q4 | $14K | Hold |
458
| – | – | ﹤0.01% | 753 |
|
|
2019
Q3 | $14K | Hold |
458
| – | – | ﹤0.01% | 733 |
|
|
2019
Q2 | $16K | Hold |
458
| – | – | ﹤0.01% | 726 |
|
|
2019
Q1 | $16K | Hold |
458
| – | – | ﹤0.01% | 724 |
|
|
2018
Q4 | $14K | Hold |
458
| – | – | ﹤0.01% | 714 |
|
|
2018
Q3 | $18K | Hold |
458
| – | – | 0.01% | 695 |
|
|
2018
Q2 | $18K | Hold |
458
| – | – | 0.01% | 698 |
|
|
2018
Q1 | $21.8K | Hold |
458
| – | – | 0.01% | 631 |
|
|
2017
Q4 | $25.1K | Hold |
458
| – | – | 0.01% | 615 |
|
|
2017
Q3 | $23.4K | Sell |
458
-299
| -39% | -$14.6K | 0.01% | 625 |
|
|
2017
Q2 | $35.3K | Sell |
757
-1
| -0.1% | -$46 | 0.01% | 633 |
|
|
2017
Q1 | $35.5K | Hold |
758
| – | – | 0.01% | 611 |
|
|
2016
Q4 | $33.3K | Hold |
758
| – | – | 0.01% | 629 |
|
|
2016
Q3 | $26.7K | Hold |
758
| – | – | 0.01% | 674 |
|
|
2016
Q2 | $24.1K | Buy |
758
+1
| +0.1% | +$34 | 0.01% | 656 |
|
|
2016
Q1 | $23.4K | Sell |
757
-99
| -12% | -$2.9K | 0.01% | 658 |
|
|
2015
Q4 | $28.4K | Hold |
856
| – | – | 0.01% | 661 |
|
|
2015
Q3 | $27.4K | Hold |
856
| – | – | 0.01% | 642 |
|
|
2015
Q2 | $30.5K | Hold |
856
| – | – | 0.01% | 664 |
|
|
2015
Q1 | $28.8K | Hold |
856
| – | – | 0.01% | 655 |
|
|
2014
Q4 | $29.8K | Buy |
856
+398
| +87% | +$13.4K | 0.01% | 645 |
|
|
2014
Q3 | $15.7K | Sell |
458
-96
| -17% | -$3.38K | ﹤0.01% | 799 |
|
|
2014
Q2 | $19.3K | Buy |
554
+97
| +21% | +$3.31K | 0.01% | 688 |
|
|
2014
Q1 | $16.1K | Sell |
457
-20
| -4% | -$683 | 0.01% | 718 |
|
|
2013
Q4 | $17K | Buy |
+477
| New | +$15.6K | 0.01% | 749 |
|
Other funds holding UNM
DSC
