Benjamin F. Edwards & Company’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $86K | Buy |
1,755
+67
| +4% | +$3.28K | ﹤0.01% | 1154 |
|
|
2024
Q1 | $80K | Sell |
1,688
-90
| -5% | -$4.27K | ﹤0.01% | 1164 |
|
|
2023
Q4 | $74K | Buy |
1,778
+1,353
| +318% | +$56.3K | ﹤0.01% | 1157 |
|
|
2023
Q3 | $18K | Sell |
425
-75
| -15% | -$3.18K | ﹤0.01% | 1280 |
|
|
2023
Q2 | $27K | Hold |
500
| – | – | ﹤0.01% | 1215 |
|
|
2023
Q1 | $22K | Sell |
500
-39
| -7% | -$1.72K | ﹤0.01% | 1261 |
|
|
2022
Q4 | $20K | Sell |
539
-600
| -53% | -$22.3K | ﹤0.01% | 1291 |
|
|
2022
Q3 | $37K | Sell |
1,139
-100
| -8% | -$3.25K | ﹤0.01% | 1127 |
|
|
2022
Q2 | $44K | Buy |
1,239
+100
| +9% | +$3.55K | ﹤0.01% | 1074 |
|
|
2022
Q1 | $53K | Sell |
1,139
-82
| -7% | -$3.82K | ﹤0.01% | 1017 |
|
|
2021
Q4 | $53K | Sell |
1,221
-66
| -5% | -$2.87K | ﹤0.01% | 1040 |
|
|
2021
Q3 | $61K | Hold |
1,287
| – | – | ﹤0.01% | 982 |
|
|
2021
Q2 | $67K | Sell |
1,287
-38
| -3% | -$1.98K | ﹤0.01% | 958 |
|
|
2021
Q1 | $76K | Hold |
1,325
| – | – | ﹤0.01% | 908 |
|
|
2020
Q4 | $57K | Sell |
1,325
-70
| -5% | -$3.01K | ﹤0.01% | 942 |
|
|
2020
Q3 | $48K | Sell |
1,395
-100
| -7% | -$3.44K | ﹤0.01% | 909 |
|
|
2020
Q2 | $52K | Buy |
1,495
+1,395
| +1,395% | +$48.5K | ﹤0.01% | 883 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1558 |
|
|
2019
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 1468 |
|
|
2019
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 1450 |
|
|
2019
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 1464 |
|
|
2019
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 1387 |
|
|
2018
Q4 | $8K | Buy |
100
+89
| +809% | +$7.12K | ﹤0.01% | 1347 |
|
|
2018
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1551 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$14K | – | 1648 |
|
|
2018
Q1 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 1175 |
|
|
2016
Q2 | – | Sell |
-113
| Closed | -$7K | – | 1131 |
|
|
2016
Q1 | $7K | Sell |
113
-330
| -74% | -$20.4K | ﹤0.01% | 872 |
|
|
2015
Q4 | $25K | Sell |
443
-90
| -17% | -$5.08K | 0.01% | 642 |
|
|
2015
Q3 | $28K | Sell |
533
-150
| -22% | -$7.88K | 0.01% | 634 |
|
|
2015
Q2 | $36K | Buy |
+683
| New | +$36K | 0.01% | 660 |
|