Barrett Asset Management’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-873
| Closed | -$58K | – | 383 |
|
|
2014
Q4 | $58K | Hold |
873
| – | – | ﹤0.01% | 226 |
|
|
2014
Q3 | $41K | Hold |
873
| – | – | ﹤0.01% | 261 |
|
|
2014
Q2 | $36K | Hold |
873
| – | – | ﹤0.01% | 262 |
|
|
2014
Q1 | $39K | Hold |
873
| – | – | ﹤0.01% | 238 |
|
|
2013
Q4 | $33K | Hold |
873
| – | – | ﹤0.01% | 243 |
|
|
2013
Q3 | $27K | Hold |
873
| – | – | ﹤0.01% | 260 |
|
|
2013
Q2 | $27K | Buy |
+873
| New | +$27K | ﹤0.01% | 258 |
|