CFS LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,236
| Closed | -$226K | – | 37 |
|
|
2014
Q4 | $226K | Buy |
2,236
+92
| +4% | +$9.3K | 0.33% | 42 |
|
|
2014
Q3 | $185K | Buy |
2,144
+916
| +75% | +$79K | 0.16% | 59 |
|
|
2014
Q2 | $100K | Hold |
1,228
| – | – | 0.08% | 59 |
|
|
2014
Q1 | $101K | Hold |
1,228
| – | – | 0.09% | 57 |
|
|
2013
Q4 | $92K | Buy |
1,228
+326
| +36% | +$24.4K | 0.09% | 53 |
|
|
2013
Q3 | $62K | Buy |
+902
| New | +$62K | 0.06% | 69 |
|