JOYN Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $658K | Buy |
2,638
+148
| +6% | +$36.9K | 0.22% | 36 |
|
|
2019
Q4 | $732K | Sell |
2,490
-100
| -4% | -$29.4K | 0.16% | 38 |
|
|
2019
Q3 | $563K | Buy |
2,590
+20
| +0.8% | +$4.35K | 0.12% | 44 |
|
|
2019
Q2 | $630K | Buy |
2,570
+446
| +21% | +$109K | 0.14% | 50 |
|
|
2019
Q1 | $525K | Sell |
2,124
-444
| -17% | -$110K | 0.12% | 43 |
|
|
2018
Q4 | $640K | Buy |
2,568
+750
| +41% | +$187K | 0.15% | 44 |
|
|
2018
Q3 | $484K | Sell |
1,818
-87
| -5% | -$23.2K | 0.09% | 52 |
|
|
2018
Q2 | $467K | Buy |
1,905
+174
| +10% | +$42.7K | 0.1% | 56 |
|
|
2018
Q1 | $370K | Sell |
1,731
-177
| -9% | -$37.8K | 0.08% | 86 |
|
|
2017
Q4 | $421K | Buy |
+1,908
| New | +$421K | 0.09% | 97 |
|