Baystate Wealth Management’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 | $48.9K | Buy |
1,184
+1,164
| +5,820% | +$48.1K | ﹤0.01% | 390 |
|
2023
Q3 | $846 | Hold |
20
| – | – | ﹤0.01% | 903 |
|
2023
Q2 | $1.1K | Hold |
20
| – | – | ﹤0.01% | 921 |
|
2023
Q1 | $885 | Hold |
20
| – | – | ﹤0.01% | 941 |
|
2022
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 920 |
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 865 |
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 877 |
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 859 |
|
2021
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 853 |
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 809 |
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 775 |
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 703 |
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 651 |
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 614 |
|
2020
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 627 |
|
2020
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 580 |
|
2019
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 543 |
|
2019
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 495 |
|
2019
Q2 | $2K | Sell |
20
-10
| -33% | -$1K | ﹤0.01% | 510 |
|
2019
Q1 | $3K | Sell |
30
-4
| -12% | -$400 | ﹤0.01% | 484 |
|
2018
Q4 | $3K | Buy |
34
+14
| +70% | +$1.24K | ﹤0.01% | 488 |
|
2018
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 537 |
|
2018
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 657 |
|
2018
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 626 |
|
2017
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 524 |
|
2017
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 597 |
|
2017
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 517 |
|
2017
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 594 |
|