Blue Bell Private Wealth Management’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-850
| Closed | -$45K | – | 382 |
|
|
2016
Q3 | $45K | Hold |
850
| – | – | 0.03% | 218 |
|
|
2016
Q2 | $35K | Hold |
850
| – | – | 0.02% | 242 |
|
|
2016
Q1 | $51K | Hold |
850
| – | – | 0.03% | 219 |
|
|
2015
Q4 | $49K | Hold |
850
| – | – | 0.03% | 218 |
|
|
2015
Q3 | $45K | Sell |
850
-200
| -19% | -$10.6K | 0.03% | 229 |
|
|
2015
Q2 | $56K | Hold |
1,050
| – | – | 0.03% | 207 |
|
|
2015
Q1 | $70K | Hold |
1,050
| – | – | 0.04% | 178 |
|
|
2014
Q4 | $70K | Hold |
1,050
| – | – | 0.04% | 191 |
|
|
2014
Q3 | $49K | Hold |
1,050
| – | – | 0.03% | 233 |
|
|
2014
Q2 | $43K | Hold |
1,050
| – | – | 0.03% | 235 |
|
|
2014
Q1 | $47K | Hold |
1,050
| – | – | 0.03% | 193 |
|
|
2013
Q4 | $40K | Buy |
+1,050
| New | +$40K | 0.03% | 215 |
|