Israel Discount Bank of New York’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-698
| Closed | -$205K | – | 93 |
|
|
2019
Q4 | $205K | Buy |
+698
| New | +$205K | 0.13% | 83 |
|
|
2019
Q2 | – | Sell |
-667
| Closed | -$165K | – | 345 |
|
|
2019
Q1 | $165K | Hold |
667
| – | – | 0.11% | 88 |
|
|
2018
Q4 | $166K | Hold |
667
| – | – | 0.13% | 88 |
|
|
2018
Q3 | $177K | Sell |
667
-10
| -1% | -$2.65K | 0.12% | 89 |
|
|
2018
Q2 | $166K | Hold |
677
| – | – | 0.11% | 92 |
|
|
2018
Q1 | $145K | Hold |
677
| – | – | 0.1% | 97 |
|
|
2017
Q4 | $149K | Hold |
677
| – | – | 0.1% | 95 |
|
|
2017
Q3 | $133K | Hold |
677
| – | – | 0.1% | 95 |
|
|
2017
Q2 | $126K | Sell |
677
-150
| -18% | -$27.9K | 0.1% | 97 |
|
|
2017
Q1 | $136K | Sell |
827
-40
| -5% | -$6.58K | 0.11% | 93 |
|
|
2016
Q4 | $139K | Buy |
+867
| New | +$139K | 0.13% | 110 |
|