Balasa Dinverno & Foltz’s United Airlines UAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$314K Sell
2019
Q4
$1.35M Sell
2019
Q3
$1.47M Buy
2019
Q2
$961K Buy
2019
Q1
$858K Sell
2018
Q4
$1.01M Buy
2018
Q3
$880K Buy
2018
Q2
$671K Buy
2018
Q1
$665K Sell
2017
Q4
$670K Sell
2017
Q3
$793K Sell
2017
Q2
$1.1M Sell
2017
Q1
$1.09M Sell
2016
Q4
$1.13M Sell
2016
Q3
$1.11M Buy
2016
Q2
$720K Buy