IKOS CIF’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-876
| Closed | -$114K | – | 219 |
|
|
2016
Q1 | $114K | Sell |
876
-2,188
| -71% | -$285K | 0.28% | 98 |
|
|
2015
Q4 | $356K | Buy |
3,064
+398
| +15% | +$46.2K | 1.09% | 23 |
|
|
2015
Q3 | $312K | Buy |
+2,666
| New | +$312K | 0.91% | 14 |
|
|
2015
Q2 | – | Sell |
-3,245
| Closed | -$388K | – | 300 |
|
|
2015
Q1 | $388K | Sell |
3,245
-1,525
| -32% | -$182K | 0.89% | 12 |
|
|
2014
Q4 | $485K | Buy |
4,770
+3,011
| +171% | +$306K | 0.82% | 15 |
|
|
2014
Q3 | $152K | Buy |
+1,759
| New | +$152K | 0.22% | 165 |
|