Goodwin Investment Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-59
| Closed | -$30K | – | 229 |
|
|
2022
Q1 | $30K | Sell |
59
-80
| -58% | -$40.7K | 0.02% | 106 |
|
|
2021
Q4 | $70K | Hold |
139
| – | – | 0.05% | 64 |
|
|
2021
Q3 | $54K | Buy |
+139
| New | +$54K | 0.05% | 66 |
|
|
2021
Q2 | – | Sell |
-139
| Closed | -$52K | – | 152 |
|
|
2021
Q1 | $52K | Buy |
+139
| New | +$52K | 0.06% | 64 |
|