Advance Capital I’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-5,100
| Closed | -$720K | – | 140 |
|
|
2016
Q2 | $720K | Buy |
5,100
+1,300
| +34% | +$184K | 0.76% | 49 |
|
|
2016
Q1 | $490K | Buy |
3,800
+400
| +12% | +$51.6K | 0.51% | 72 |
|
|
2015
Q4 | $400K | Sell |
3,400
-1,200
| -26% | -$141K | 0.38% | 83 |
|
|
2015
Q3 | $534K | Sell |
4,600
-2,900
| -39% | -$337K | 0.44% | 82 |
|
|
2015
Q2 | $915K | Buy |
+7,500
| New | +$915K | 0.6% | 36 |
|
|
2014
Q1 | – | Sell |
-9,370
| Closed | -$706K | – | 282 |
|
|
2013
Q4 | $706K | Hold |
9,370
| – | – | 0.34% | 132 |
|
|
2013
Q3 | $671K | Hold |
9,370
| – | – | 0.34% | 98 |
|
|
2013
Q2 | $614K | Buy |
+9,370
| New | +$614K | 0.3% | 121 |
|