Advisory Research’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,415
| Closed | -$517K | – | 495 |
|
|
2023
Q2 | $517K | Buy |
9,415
+2,099
| +29% | +$115K | 0.07% | 283 |
|
|
2023
Q1 | $324K | Buy |
7,316
+85
| +1% | +$3.76K | 0.05% | 282 |
|
|
2022
Q4 | $273K | Buy |
7,231
+78
| +1% | +$2.94K | 0.03% | 312 |
|
|
2022
Q3 | $233K | Sell |
7,153
-2,363
| -25% | -$77K | 0.02% | 295 |
|
|
2022
Q2 | $337K | Buy |
9,516
+1,917
| +25% | +$67.9K | 0.03% | 270 |
|
|
2022
Q1 | $352K | Buy |
+7,599
| New | +$352K | 0.03% | 287 |
|