Excalibur Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,800
| Closed | -$445K | – | 64 |
|
|
2019
Q1 | $445K | Sell |
1,800
-360
| -17% | -$89K | 0.42% | 49 |
|
|
2018
Q4 | $538K | Buy |
2,160
+410
| +23% | +$102K | 0.54% | 45 |
|
|
2018
Q3 | $466K | Sell |
1,750
-25
| -1% | -$6.66K | 0.4% | 47 |
|
|
2018
Q2 | $435K | Buy |
1,775
+400
| +29% | +$98K | 0.35% | 50 |
|
|
2018
Q1 | $294K | Buy |
+1,375
| New | +$294K | 0.24% | 64 |
|