Buckingham Strategic Wealth’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 | – | Sell |
-4,370
| Closed | -$209K | – | 803 |
|
|
2024
Q1 | $209K | Buy |
+4,370
| New | +$209K | ﹤0.01% | 695 |
|
|
2023
Q3 | – | Sell |
-4,209
| Closed | -$231K | – | 714 |
|
|
2023
Q2 | $231K | Sell |
4,209
-8,092
| -66% | -$444K | ﹤0.01% | 592 |
|
|
2023
Q1 | $464K | Hold |
12,301
| – | – | 0.01% | 394 |
|
|
2022
Q4 | $464K | Buy |
+12,301
| New | +$464K | 0.01% | 396 |
|