Belpointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,984
| Closed | -$221K | – | 3194 |
|
|
2023
Q1 | $221K | Buy |
4,984
+1,856
| +59% | +$82.1K | 0.01% | 887 |
|
|
2022
Q4 | $118K | Buy |
+3,128
| New | +$118K | 0.01% | 1154 |
|
|
2022
Q3 | – | Sell |
-15,664
| Closed | -$555K | – | 1235 |
|
|
2022
Q2 | $555K | Buy |
+15,664
| New | +$555K | 0.04% | 445 |
|
|
2021
Q4 | – | Sell |
-3,450
| Closed | -$164K | – | 1253 |
|
|
2021
Q3 | $164K | Sell |
3,450
-85
| -2% | -$4.04K | 0.01% | 942 |
|
|
2021
Q2 | $185K | Sell |
3,535
-1,234
| -26% | -$64.6K | 0.01% | 861 |
|
|
2021
Q1 | $275K | Buy |
+4,769
| New | +$275K | 0.02% | 626 |
|
|
2020
Q1 | – | Sell |
-5,868
| Closed | -$517K | – | 784 |
|
|
2019
Q4 | $517K | Buy |
5,868
+995
| +20% | +$87.7K | 0.07% | 318 |
|
|
2019
Q3 | $431K | Buy |
+4,873
| New | +$431K | 0.07% | 314 |
|
|
2019
Q1 | – | Sell |
-4,243
| Closed | -$355K | – | 564 |
|
|
2018
Q4 | $355K | Sell |
4,243
-1,404
| -25% | -$117K | 0.09% | 244 |
|
|
2018
Q3 | $503K | Buy |
+5,647
| New | +$503K | 0.08% | 263 |
|