Carroll Financial Associates’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $30K | Buy |
675
+119
| +21% | +$5.29K | ﹤0.01% | 857 |
|
|
2021
Q3 | $26K | Buy |
556
+6
| +1% | +$281 | ﹤0.01% | 935 |
|
|
2021
Q2 | $28K | Buy |
550
+15
| +3% | +$764 | ﹤0.01% | 989 |
|
|
2021
Q1 | $30K | Hold |
535
| – | – | ﹤0.01% | 914 |
|
|
2020
Q4 | $23K | Hold |
535
| – | – | ﹤0.01% | 885 |
|
|
2020
Q3 | $18K | Buy |
+535
| New | +$18K | ﹤0.01% | 896 |
|
|
2019
Q1 | – | Sell |
-17
| Closed | -$1K | – | 1510 |
|
|
2018
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1260 |
|
|
2018
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1278 |
|
|
2018
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1236 |
|
|
2018
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1225 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$11K | – | 1230 |
|
|
2015
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 725 |
|
|
2015
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 720 |
|
|
2015
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 693 |
|
|
2015
Q1 | $13K | Hold |
200
| – | – | 0.01% | 490 |
|
|
2014
Q4 | $14K | Sell |
200
-155
| -44% | -$10.9K | 0.01% | 444 |
|
|
2014
Q3 | $19K | Hold |
355
| – | – | 0.01% | 466 |
|
|
2014
Q2 | $15K | Hold |
355
| – | – | ﹤0.01% | 528 |
|
|
2014
Q1 | $16K | Hold |
355
| – | – | 0.01% | 457 |
|
|
2013
Q4 | $13K | Hold |
355
| – | – | ﹤0.01% | 478 |
|
|
2013
Q3 | $10K | Hold |
355
| – | – | ﹤0.01% | 525 |
|
|
2013
Q2 | $11K | Buy |
+355
| New | +$11K | 0.01% | 400 |
|