LA
Lucus Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,773
| Closed | -$347K | – | 252 |
|
|
2017
Q3 | $347K | Buy |
+1,773
| New | +$347K | 0.49% | 125 |
|
|
2016
Q3 | – | Sell |
-2,440
| Closed | -$345K | – | 297 |
|
|
2016
Q2 | $345K | Sell |
2,440
-1,578
| -39% | -$223K | 0.28% | 190 |
|
|
2016
Q1 | $518K | Buy |
4,018
+80
| +2% | +$10.3K | 0.31% | 178 |
|
|
2015
Q4 | $463K | Sell |
3,938
-7
| -0.2% | -$823 | 0.28% | 82 |
|
|
2015
Q3 | $458K | Sell |
3,945
-381
| -9% | -$44.2K | 0.26% | 89 |
|
|
2015
Q2 | $528K | Buy |
4,326
+1,293
| +43% | +$158K | 0.25% | 36 |
|
|
2015
Q1 | $359K | Buy |
+3,033
| New | +$359K | 0.18% | 236 |
|