BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,052
| Closed | -$46.6K | – | 1061 |
|
|
2023
Q1 | $46.6K | Buy |
+1,052
| New | +$46.6K | 0.01% | 431 |
|
|
2022
Q2 | – | Sell |
-125
| Closed | -$6K | – | 1119 |
|
|
2022
Q1 | $6K | Hold |
125
| – | – | ﹤0.01% | 801 |
|
|
2021
Q4 | $5K | Sell |
125
-100
| -44% | -$4K | ﹤0.01% | 833 |
|
|
2021
Q3 | $11K | Hold |
225
| – | – | ﹤0.01% | 714 |
|
|
2021
Q2 | $12K | Hold |
225
| – | – | ﹤0.01% | 728 |
|
|
2021
Q1 | $13K | Buy |
+225
| New | +$13K | ﹤0.01% | 699 |
|
|
2017
Q3 | – | Sell |
-25
| Closed | -$2K | – | 545 |
|
|
2017
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 521 |
|