Bartlett & Co’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4K | Sell |
100
-500
| -83% | -$20K | ﹤0.01% | 1107 |
|
|
2023
Q3 | $25K | Buy |
600
+400
| +200% | +$16.7K | ﹤0.01% | 773 |
|
|
2023
Q2 | $11K | Sell |
200
-200
| -50% | -$11K | ﹤0.01% | 916 |
|
|
2023
Q1 | $18K | Buy |
400
+200
| +100% | +$9K | ﹤0.01% | 732 |
|
|
2022
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 862 |
|
|
2021
Q3 | – | Sell |
-15
| Closed | -$1K | – | 1070 |
|
|
2021
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 959 |
|
|
2021
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 987 |
|
|
2020
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1070 |
|
|
2019
Q3 | – | Sell |
-5
| Closed | – | – | 920 |
|
|
2019
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 799 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$8K | – | 689 |
|
|
2017
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 602 |
|
|
2017
Q1 | $7K | Sell |
100
-200
| -67% | -$14K | ﹤0.01% | 621 |
|
|
2016
Q4 | $22K | Sell |
300
-200
| -40% | -$14.7K | ﹤0.01% | 531 |
|
|
2016
Q3 | $26K | Buy |
500
+200
| +67% | +$10.4K | ﹤0.01% | 515 |
|
|
2016
Q2 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 598 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$11K | – | 768 |
|
|
2015
Q3 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 602 |
|