B. Riley Wealth Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $511K | Sell |
5,266
-1,131
| -18% | -$110K | 0.02% | 687 |
|
|
2024
Q3 | $361K | Sell |
6,397
-69
| -1% | -$3.89K | 0.01% | 872 |
|
|
2024
Q2 | $315K | Buy |
6,466
+1,242
| +24% | +$60.4K | 0.01% | 1012 |
|
|
2024
Q1 | $221K | Sell |
5,224
-447
| -8% | -$18.9K | 0.01% | 1214 |
|
|
2023
Q4 | $234K | Buy |
5,671
+447
| +9% | +$18.4K | 0.01% | 1172 |
|
|
2023
Q3 | $221K | Sell |
5,224
-832
| -14% | -$35.2K | 0.01% | 1214 |
|
|
2023
Q2 | $332K | Buy |
6,056
+1,089
| +22% | +$59.8K | 0.01% | 1064 |
|
|
2023
Q1 | $220K | Sell |
4,967
-1,002
| -17% | -$44.3K | 0.01% | 1242 |
|
|
2022
Q4 | $225K | Sell |
5,969
-325
| -5% | -$12.3K | 0.01% | 1190 |
|
|
2022
Q3 | $206K | Buy |
+6,294
| New | +$206K | 0.01% | 1213 |
|
|
2022
Q2 | – | Sell |
-5,196
| Closed | -$242K | – | 1390 |
|
|
2022
Q1 | $242K | Sell |
5,196
-2,208
| -30% | -$103K | 0.01% | 1125 |
|
|
2021
Q4 | $324K | Sell |
7,404
-515
| -7% | -$22.5K | 0.01% | 1027 |
|
|
2021
Q3 | $382K | Sell |
7,919
-194
| -2% | -$9.36K | 0.01% | 916 |
|
|
2021
Q2 | $430K | Buy |
8,113
+230
| +3% | +$12.2K | 0.01% | 842 |
|
|
2021
Q1 | $440K | Buy |
+7,883
| New | +$440K | 0.02% | 797 |
|
|
2020
Q2 | – | Sell |
-13,086
| Closed | -$413K | – | 902 |
|
|
2020
Q1 | $413K | Buy |
+13,086
| New | +$413K | 0.04% | 445 |
|
|
2015
Q1 | – | Sell |
-268
| Closed | -$18 | – | 1888 |
|
|
2014
Q4 | $18 | Buy |
+268
| New | +$18 | ﹤0.01% | 2599 |
|
|
2014
Q3 | – | Sell |
-1,350
| Closed | -$55.4K | – | 1803 |
|
|
2014
Q2 | $55.4K | Buy |
+1,350
| New | +$55.4K | 0.01% | 986 |
|