Alpha Cubed Investments’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,539
| Closed | -$217K | – | 310 |
|
|
2024
Q1 | $217K | Buy |
+4,539
| New | +$217K | 0.01% | 255 |
|
|
2023
Q3 | – | Sell |
-4,510
| Closed | -$247K | – | 280 |
|
|
2023
Q2 | $247K | Buy |
+4,510
| New | +$247K | 0.02% | 218 |
|
|
2022
Q2 | – | Sell |
-7,310
| Closed | -$339K | – | 348 |
|
|
2022
Q1 | $339K | Buy |
+7,310
| New | +$339K | 0.02% | 241 |
|
|
2015
Q3 | – | Sell |
-8,084
| Closed | -$429K | – | 205 |
|
|
2015
Q2 | $429K | Buy |
8,084
+1,681
| +26% | +$89.2K | 0.12% | 125 |
|
|
2015
Q1 | $431K | Buy |
+6,403
| New | +$431K | 0.13% | 121 |
|
|
2014
Q4 | – | Sell |
-37,010
| Closed | -$1.73M | – | 155 |
|
|
2014
Q3 | $1.73M | Buy |
37,010
+4,773
| +15% | +$223K | 0.82% | 43 |
|
|
2014
Q2 | $1.32M | Buy |
32,237
+1,517
| +5% | +$62.3K | 0.59% | 61 |
|
|
2014
Q1 | $1.37M | Buy |
+30,720
| New | +$1.37M | 0.71% | 49 |
|