Advisor Partners’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $488K | Sell |
13,773
-360
| -3% | -$12.8K | 0.03% | 488 |
|
|
2022
Q1 | $655K | Buy |
14,133
+1,379
| +11% | +$63.9K | 0.04% | 432 |
|
|
2021
Q4 | $559K | Sell |
12,754
-714
| -5% | -$31.3K | 0.03% | 487 |
|
|
2021
Q3 | $641K | Sell |
13,468
-137
| -1% | -$6.52K | 0.04% | 410 |
|
|
2021
Q2 | $712K | Buy |
13,605
+141
| +1% | +$7.38K | 0.05% | 393 |
|
|
2021
Q1 | $774K | Sell |
13,464
-279
| -2% | -$16K | 0.06% | 346 |
|
|
2020
Q4 | $595K | Buy |
13,743
+1,520
| +12% | +$65.8K | 0.04% | 399 |
|
|
2020
Q3 | $425K | Buy |
12,223
+1,234
| +11% | +$42.9K | 0.04% | 439 |
|
|
2020
Q2 | $380K | Sell |
10,989
-3,200
| -23% | -$111K | 0.04% | 450 |
|
|
2020
Q1 | $447K | Buy |
14,189
+8,172
| +136% | +$257K | 0.05% | 325 |
|
|
2019
Q4 | $531K | Sell |
6,017
-21
| -0.3% | -$1.85K | 0.05% | 331 |
|
|
2019
Q3 | $534K | Buy |
6,038
+342
| +6% | +$30.2K | 0.06% | 319 |
|
|
2019
Q2 | $499K | Buy |
5,696
+61
| +1% | +$5.34K | 0.06% | 312 |
|
|
2019
Q1 | $450K | Sell |
5,635
-1,138
| -17% | -$90.9K | 0.06% | 325 |
|
|
2018
Q4 | $567K | Buy |
6,773
+548
| +9% | +$45.9K | 0.09% | 245 |
|
|
2018
Q3 | $554K | Buy |
6,225
+90
| +1% | +$8.01K | 0.07% | 282 |
|
|
2018
Q2 | $428K | Buy |
6,135
+1,017
| +20% | +$71K | 0.07% | 320 |
|
|
2018
Q1 | $356K | Buy |
5,118
+552
| +12% | +$38.4K | 0.07% | 349 |
|
|
2017
Q4 | $349K | Buy |
4,566
+270
| +6% | +$20.6K | 0.06% | 361 |
|
|
2017
Q3 | $262K | Sell |
4,296
-1,228
| -22% | -$74.9K | 0.05% | 386 |
|
|
2017
Q2 | $416K | Buy |
5,524
+722
| +15% | +$54.4K | 0.1% | 260 |
|
|
2017
Q1 | $339K | Buy |
4,802
+202
| +4% | +$14.3K | 0.09% | 286 |
|
|
2016
Q4 | $335K | Buy |
+4,600
| New | +$335K | 0.1% | 253 |
|
|
2016
Q2 | – | Sell |
-4,207
| Closed | -$252K | – | 397 |
|
|
2016
Q1 | $252K | Buy |
+4,207
| New | +$252K | 0.09% | 260 |
|