CWA
Cypress Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11,409
| Closed | -$1.87M | – | 174 |
|
|
2017
Q1 | $1.87M | Buy |
11,409
+64
| +0.6% | +$10.5K | 0.85% | 27 |
|
|
2016
Q4 | $1.82M | Buy |
11,345
+271
| +2% | +$43.4K | 0.83% | 31 |
|
|
2016
Q3 | $1.55M | Sell |
11,074
-98
| -0.9% | -$13.7K | 0.7% | 33 |
|
|
2016
Q2 | $1.58M | Buy |
11,172
+23
| +0.2% | +$3.25K | 0.78% | 29 |
|
|
2016
Q1 | $1.44M | Buy |
11,149
+108
| +1% | +$13.9K | 0.66% | 35 |
|
|
2015
Q4 | $1.3M | Buy |
11,041
+47
| +0.4% | +$5.53K | 0.66% | 35 |
|
|
2015
Q3 | $1.28M | Buy |
10,994
+15
| +0.1% | +$1.74K | 0.69% | 30 |
|
|
2015
Q2 | $1.34M | Buy |
+10,979
| New | +$1.34M | 0.78% | 38 |
|