Affiance Financial’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 |
-4,375
| Closed | -$240K | – | 98 |
|
|
2023
Q2 | $240K | Buy |
+4,375
| New | +$240K | 0.12% | 95 |
|
|
2023
Q1 | – | Sell |
-4,375
| Closed | -$165K | – | 386 |
|
|
2022
Q4 | $165K | Buy |
+4,375
| New | +$165K | 0.07% | 107 |
|
|
2022
Q2 | – | Sell |
-4,499
| Closed | -$209K | – | 135 |
|
|
2022
Q1 | $209K | Buy |
+4,499
| New | +$209K | 0.1% | 92 |
|
|
2021
Q4 | – | Sell |
-4,499
| Closed | -$214K | – | 156 |
|
|
2021
Q3 | $214K | Hold |
4,499
| – | – | 0.09% | 107 |
|
|
2021
Q2 | $235K | Hold |
4,499
| – | – | 0.1% | 102 |
|
|
2021
Q1 | $259K | Buy |
+4,499
| New | +$259K | 0.12% | 94 |
|