New York Life Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $16K | Sell |
99
-1,529
| -94% | -$247K | 0.78% | 22 |
|
|
2016
Q4 | $261K | Sell |
1,628
-27
| -2% | -$4.33K | 1.24% | 18 |
|
|
2016
Q3 | $232K | Buy |
1,655
+865
| +109% | +$121K | 1.15% | 21 |
|
|
2016
Q2 | $112K | Sell |
790
-528
| -40% | -$74.9K | 0.54% | 46 |
|
|
2016
Q1 | $170K | Buy |
1,318
+618
| +88% | +$79.7K | 0.73% | 33 |
|
|
2015
Q4 | $82K | Sell |
700
-1,058
| -60% | -$124K | 0.35% | 107 |
|
|
2015
Q3 | $204K | Buy |
1,758
+254
| +17% | +$29.5K | 0.91% | 29 |
|
|
2015
Q2 | $183K | Sell |
1,504
-74
| -5% | -$9K | 0.76% | 35 |
|
|
2015
Q1 | $187K | Buy |
1,578
+797
| +102% | +$94.4K | 0.74% | 35 |
|
|
2014
Q4 | $79K | Buy |
781
+710
| +1,000% | +$71.8K | 0.31% | 120 |
|
|
2014
Q3 | $6K | Sell |
71
-23
| -24% | -$1.94K | 0.02% | 187 |
|
|
2014
Q2 | $8K | Sell |
94
-1,817
| -95% | -$155K | 0.03% | 180 |
|
|
2014
Q1 | $157K | Sell |
1,911
-724
| -27% | -$59.5K | 0.69% | 41 |
|
|
2013
Q4 | $198K | Buy |
2,635
+2,492
| +1,743% | +$187K | 0.9% | 27 |
|
|
2013
Q3 | $10K | Sell |
143
-498
| -78% | -$34.8K | 0.05% | 173 |
|
|
2013
Q2 | $42K | Buy |
+641
| New | +$42K | 0.19% | 150 |
|