Calton & Associates’s United Airlines UAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-23,862
Closed -$1.11M 351
2022
Q1
$1.11M Buy
23,862
+8,250
+53% +$382K 0.33% 78
2021
Q4
$683K Buy
15,612
+6,300
+68% +$276K 0.18% 143
2021
Q3
$442K Sell
9,312
-692
-7% -$32.8K 0.1% 212
2021
Q2
$524K Buy
10,004
+100
+1% +$5.24K 0.1% 190
2021
Q1
$570K Sell
9,904
-3,980
-29% -$229K 0.11% 173
2020
Q4
$600K Buy
+13,884
New +$600K 0.11% 157