WAM
Wakefield Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-16
| Closed | -$4K | – | 206 |
|
|
2019
Q2 | $4K | Sell |
16
-124
| -89% | -$31K | ﹤0.01% | 171 |
|
|
2019
Q1 | $35K | Sell |
140
-1,368
| -91% | -$342K | 0.01% | 162 |
|
|
2018
Q4 | $376K | Sell |
1,508
-117
| -7% | -$29.2K | 0.16% | 113 |
|
|
2018
Q3 | $432K | Buy |
+1,625
| New | +$432K | 0.17% | 76 |
|