Klaas Financial Asset Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-131
| Closed | -$66K | – | 76 |
|
|
2022
Q3 | $66K | Hold |
131
| – | – | 0.02% | 50 |
|
|
2022
Q2 | $67K | Hold |
131
| – | – | 0.02% | 49 |
|
|
2022
Q1 | $67K | Hold |
131
| – | – | 0.02% | 49 |
|
|
2021
Q4 | $66K | Buy |
131
+1
| +0.8% | +$504 | 0.01% | 48 |
|
|
2021
Q3 | $51K | Hold |
130
| – | – | 0.01% | 51 |
|
|
2021
Q2 | $52K | Buy |
130
+1
| +0.8% | +$400 | 0.01% | 50 |
|
|
2021
Q1 | $48K | Sell |
129
-9
| -7% | -$3.35K | 0.01% | 42 |
|
|
2020
Q4 | $48K | Buy |
+138
| New | +$48K | 0.01% | 40 |
|