YorkBridge Wealth Partners’s Humana HUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-431
| Closed | -$202K | – | 286 |
|
2022
Q2 | $202K | Buy |
+431
| New | +$202K | 0.05% | 268 |
|
2019
Q3 | – | Sell |
-645
| Closed | -$171K | – | 387 |
|
2019
Q2 | $171K | Buy |
645
+11
| +2% | +$2.92K | 0.08% | 189 |
|
2019
Q1 | $169K | Buy |
634
+21
| +3% | +$5.6K | 0.08% | 182 |
|
2018
Q4 | $176K | Buy |
613
+16
| +3% | +$4.59K | 0.09% | 158 |
|
2018
Q3 | $202K | Hold |
597
| – | – | 0.09% | 166 |
|
2018
Q2 | $178K | Hold |
597
| – | – | 0.08% | 193 |
|
2018
Q1 | $170K | Hold |
597
| – | – | 0.08% | 196 |
|
2017
Q4 | $159K | Buy |
597
+297
| +99% | +$79.1K | 0.08% | 206 |
|
2017
Q3 | $73K | Hold |
300
| – | – | 0.04% | 332 |
|
2017
Q2 | $72K | Hold |
300
| – | – | 0.04% | 325 |
|
2017
Q1 | $68K | Hold |
300
| – | – | 0.04% | 332 |
|
2016
Q4 | $62K | Buy |
+300
| New | +$62K | 0.04% | 328 |
|