SFPIA
Stevens First Principles Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-700
| Closed | -$81K | – | 203 |
|
|
2015
Q3 | $81K | Buy |
+700
| New | +$81K | 0.06% | 99 |
|
|
2013
Q4 | – | Sell |
-15,515
| Closed | -$1.11M | – | 227 |
|
|
2013
Q3 | $1.11M | Hold |
15,515
| – | – | 0.66% | 50 |
|
|
2013
Q2 | $1.02M | Buy |
+15,515
| New | +$1.02M | 0.72% | 47 |
|