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 |
|