True Link Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-101
| Closed | -$51K | – | 267 |
|
2021
Q4 | $51K | Sell |
101
-17
| -14% | -$8.58K | 0.01% | 474 |
|
2021
Q3 | $46K | Hold |
118
| – | – | 0.01% | 486 |
|
2021
Q2 | $47K | Buy |
118
+68
| +136% | +$27.1K | 0.01% | 438 |
|
2021
Q1 | $19K | Hold |
50
| – | – | ﹤0.01% | 574 |
|
2020
Q4 | $18K | Buy |
+50
| New | +$18K | ﹤0.01% | 620 |
|