Berman Capital 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
Q3 | $96K | Buy |
2,032
+611
| +43% | +$28.9K | 0.02% | 453 |
|
|
2021
Q2 | $73K | Buy |
1,421
+292
| +26% | +$15K | 0.01% | 455 |
|
|
2021
Q1 | $64K | Buy |
1,129
+321
| +40% | +$18.2K | 0.01% | 402 |
|
|
2020
Q4 | $34K | Buy |
808
+487
| +152% | +$20.5K | 0.01% | 512 |
|
|
2020
Q3 | $11K | Sell |
321
-40
| -11% | -$1.37K | ﹤0.01% | 773 |
|
|
2020
Q2 | $12K | Sell |
361
-66
| -15% | -$2.19K | ﹤0.01% | 701 |
|
|
2020
Q1 | $12K | Sell |
427
-32
| -7% | -$899 | ﹤0.01% | 629 |
|
|
2019
Q4 | $40K | Hold |
459
| – | – | 0.01% | 364 |
|
|
2019
Q3 | $40K | Buy |
459
+35
| +8% | +$3.05K | 0.01% | 349 |
|
|
2019
Q2 | $37K | Buy |
424
+53
| +14% | +$4.63K | 0.01% | 363 |
|
|
2019
Q1 | $29K | Buy |
371
+83
| +29% | +$6.49K | 0.01% | 377 |
|
|
2018
Q4 | $24K | Buy |
+288
| New | +$24K | 0.01% | 356 |
|