Bogle Investment Management’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-154,146
| Closed | -$11.2M | – | 383 |
|
|
2016
Q4 | $11.2M | Buy |
+154,146
| New | +$11.2M | 0.78% | 49 |
|
|
2016
Q1 | – | Sell |
-170,038
| Closed | -$9.74M | – | 457 |
|
|
2015
Q4 | $9.74M | Buy |
+170,038
| New | +$9.74M | 0.7% | 55 |
|
|
2015
Q2 | – | Sell |
-164,064
| Closed | -$11M | – | 428 |
|
|
2015
Q1 | $11M | Buy |
164,064
+7,600
| +5% | +$511K | 0.76% | 38 |
|
|
2014
Q4 | $10.5M | Sell |
156,464
-78,254
| -33% | -$5.23M | 0.7% | 52 |
|
|
2014
Q3 | $11M | Buy |
+234,718
| New | +$11M | 0.71% | 65 |
|