Gitterman Wealth Management’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-616
| Closed | -$300K | – | 99 |
|
|
2023
Q3 | $300K | Buy |
+616
| New | +$300K | 0.14% | 36 |
|
|
2023
Q2 | – | Sell |
-488
| Closed | -$237K | – | 95 |
|
|
2023
Q1 | $237K | Buy |
488
+39
| +9% | +$18.9K | 0.11% | 58 |
|
|
2022
Q4 | $230K | Buy |
+449
| New | +$230K | 0.12% | 57 |
|
|
2022
Q3 | – | Sell |
-504
| Closed | -$236K | – | 81 |
|
|
2022
Q2 | $236K | Buy |
+504
| New | +$236K | 0.22% | 50 |
|
|
2022
Q1 | – | Sell |
-638
| Closed | -$296K | – | 106 |
|
|
2021
Q4 | $296K | Buy |
+638
| New | +$296K | 0.22% | 60 |
|