Beech Hill Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,625
| Closed | -$209K | – | 92 |
|
|
2021
Q1 | $209K | Sell |
3,625
-1,900
| -34% | -$110K | 0.09% | 85 |
|
|
2020
Q4 | $239K | Sell |
5,525
-600
| -10% | -$26K | 0.11% | 78 |
|
|
2020
Q3 | $213K | Hold |
6,125
| – | – | 0.11% | 81 |
|
|
2020
Q2 | $212K | Buy |
+6,125
| New | +$212K | 0.11% | 79 |
|
|
2020
Q1 | – | Sell |
-5,100
| Closed | -$449K | – | 81 |
|
|
2019
Q4 | $449K | Buy |
5,100
+425
| +9% | +$37.4K | 0.21% | 59 |
|
|
2019
Q3 | $413K | Hold |
4,675
| – | – | 0.22% | 62 |
|
|
2019
Q2 | $409K | Buy |
4,675
+600
| +15% | +$52.5K | 0.21% | 63 |
|
|
2019
Q1 | $325K | Buy |
4,075
+850
| +26% | +$67.8K | 0.2% | 63 |
|
|
2018
Q4 | $270K | Buy |
3,225
+400
| +14% | +$33.5K | 0.17% | 60 |
|
|
2018
Q3 | $252K | Buy |
+2,825
| New | +$252K | 0.13% | 68 |
|
|
2014
Q4 | – | Sell |
-17,025
| Closed | -$797K | – | 143 |
|
|
2014
Q3 | $797K | Buy |
+17,025
| New | +$797K | 0.38% | 52 |
|
|
2014
Q1 | – | Sell |
-16,500
| Closed | -$624K | – | 146 |
|
|
2013
Q4 | $624K | Buy |
+16,500
| New | +$624K | 0.32% | 65 |
|