Engrave Wealth Partners’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-266	Closed	-$78K	–	405
2020 Q2	$78K	Buy	266 +46	+21%	+$13.5K	0.07%	85
2020 Q1	$54K	Sell	220 -66	-23%	-$16.2K	0.06%	89
2019 Q4	$84K	Buy	+286	New	+$84K	0.08%	88