Wintrust Investments’s Unum UNM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-6,042
| Closed | -$309K | – | 514 |
|
2024
Q2 | $309K | Sell |
6,042
-20
| -0.3% | -$1.02K | 0.03% | 371 |
|
2024
Q1 | $325K | Buy |
6,062
+422
| +7% | +$22.6K | 0.03% | 356 |
|
2023
Q4 | $255K | Buy |
5,640
+38
| +0.7% | +$1.72K | 0.02% | 376 |
|
2023
Q3 | $276K | Buy |
5,602
+32
| +0.6% | +$1.58K | 0.03% | 341 |
|
2023
Q2 | $266K | Buy |
+5,570
| New | +$266K | 0.03% | 354 |
|
2023
Q1 | – | Sell |
-5,969
| Closed | -$245K | – | 394 |
|
2022
Q4 | $245K | Buy |
5,969
+37
| +0.6% | +$1.52K | 0.03% | 321 |
|
2022
Q3 | $230K | Buy |
+5,932
| New | +$230K | 0.03% | 358 |
|