Lehman Financial Resources’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-400
| Closed | -$46K | – | 329 |
|
|
2015
Q3 | $46K | Sell |
400
-300
| -43% | -$34.5K | 0.02% | 153 |
|
|
2015
Q2 | $85K | Buy |
700
+100
| +17% | +$12.1K | 0.04% | 114 |
|
|
2015
Q1 | $71K | Buy |
600
+200
| +50% | +$23.7K | 0.03% | 129 |
|
|
2014
Q4 | $40K | Sell |
400
-200
| -33% | -$20K | 0.02% | 164 |
|
|
2014
Q3 | $52K | Buy |
600
+100
| +20% | +$8.67K | 0.03% | 139 |
|
|
2014
Q2 | $41K | Buy |
500
+100
| +25% | +$8.2K | 0.02% | 163 |
|
|
2014
Q1 | $33K | Hold |
400
| – | – | 0.02% | 174 |
|
|
2013
Q4 | $30K | Hold |
400
| – | – | 0.02% | 175 |
|
|
2013
Q3 | $29K | Buy |
+400
| New | +$29K | 0.02% | 168 |
|