Burleson & Co’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,500
| Closed | -$197K | – | 451 |
|
|
2021
Q4 | $197K | Hold |
4,500
| – | – | 0.03% | 137 |
|
|
2021
Q3 | $214K | Hold |
4,500
| – | – | 0.03% | 124 |
|
|
2021
Q2 | $235K | Sell |
4,500
-2,800
| -38% | -$146K | 0.03% | 127 |
|
|
2021
Q1 | $420K | Sell |
7,300
-700
| -9% | -$40.3K | 0.07% | 102 |
|
|
2020
Q4 | $346K | Hold |
8,000
| – | – | 0.06% | 110 |
|
|
2020
Q3 | $277K | Buy |
+8,000
| New | +$277K | 0.05% | 116 |
|