CCG Wealth Management’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24,100
| Closed | -$909K | – | 102 |
|
|
2022
Q4 | $909K | Hold |
24,100
| – | – | 0.5% | 27 |
|
|
2022
Q3 | $784K | Hold |
24,100
| – | – | 0.48% | 27 |
|
|
2022
Q2 | $854K | Hold |
24,100
| – | – | 0.48% | 25 |
|
|
2022
Q1 | $1.12M | Hold |
24,100
| – | – | 0.55% | 27 |
|
|
2021
Q4 | $1.06M | Buy |
+24,100
| New | +$1.06M | 0.55% | 28 |
|