Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-12
Closed -$492 1034
2022
Q4
$492 Sell
12
-8
-40% -$335 ﹤0.01% 1036
2022
Q3
$1K Hold
20
﹤0.01% 912
2022
Q2
$1K Hold
20
﹤0.01% 1053
2022
Q1
$1K Hold
20
﹤0.01% 1124
2021
Q4
$0 Hold
20
﹤0.01% 1060
2021
Q3
$1K Sell
20
-92
-82% -$2.44K ﹤0.01% 996
2021
Q2
$3K Sell
112
-6
-5% -$176 ﹤0.01% 895
2021
Q1
$3K Buy
118
+3
+3% +$78 ﹤0.01% 866
2020
Q4
$3K Sell
115
-237
-67% -$4.9K ﹤0.01% 851
2020
Q3
$6K Sell
352
-56
-14% -$996 ﹤0.01% 792
2020
Q2
$7K Buy
408
+147
+56% +$2.32K ﹤0.01% 706
2020
Q1
$4K Buy
261
+175
+203% +$4.21K ﹤0.01% 746
2019
Q4
$3K Sell
86
-133
-61% -$3.87K ﹤0.01% 857
2019
Q3
$7K Buy
219
+20
+10% +$594 ﹤0.01% 760
2019
Q2
$7K Hold
199
﹤0.01% 711
2019
Q1
$7K Sell
199
-14
-7% -$487 ﹤0.01% 741
2018
Q4
$6K Buy
213
+7
+3% +$245 ﹤0.01% 373
2018
Q3
$8K Sell
206
-54
-21% -$2.02K ﹤0.01% 598
2018
Q2
$10K Buy
260
+18
+7% +$751 0.01% 324
2018
Q1
$12K Hold
242
﹤0.01% 398
2017
Q4
$13K Sell
242
-235
-49% -$12.6K ﹤0.01% 451
2017
Q3
$24K Buy
477
+440
+1,189% +$21.5K ﹤0.01% 701
2017
Q2
$2K Hold
37
﹤0.01% 611
2017
Q1
$2K Sell
37
-279
-88% -$13.1K ﹤0.01% 656
2016
Q4
$14K Hold
316
﹤0.01% 449
2016
Q3
$11K Buy
316
+232
+276% +$7.85K ﹤0.01% 481
2016
Q2
$3K Sell
84
-232
-73% -$7.84K ﹤0.01% 664
2016
Q1
$11K Hold
316
﹤0.01% 508
2015
Q4
$9K Hold
316
﹤0.01% 515
2015
Q3
$11K Buy
+316
New +$10.9K ﹤0.01% 467
2015
Q2
Sell
-316
Closed -$11K 719
2015
Q1
$11K Buy
+316
New +$10.5K ﹤0.01% 507

Other funds holding UNM