Cetera Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $617K | Buy |
+12,887
| New | +$617K | ﹤0.01% | 1468 |
|
|
2023
Q4 | – | Sell |
-7,027
| Closed | -$297K | – | 1858 |
|
|
2023
Q3 | $297K | Sell |
7,027
-1,010
| -13% | -$42.7K | ﹤0.01% | 1322 |
|
|
2023
Q2 | $441K | Sell |
8,037
-2,046
| -20% | -$112K | 0.01% | 1126 |
|
|
2023
Q1 | $446K | Buy |
10,083
+938
| +10% | +$41.5K | 0.01% | 1077 |
|
|
2022
Q4 | $345K | Buy |
9,145
+2,501
| +38% | +$94.3K | 0.01% | 1159 |
|
|
2022
Q3 | $216K | Sell |
6,644
-782
| -11% | -$25.4K | 0.01% | 1102 |
|
|
2022
Q2 | $263K | Sell |
7,426
-879
| -11% | -$31.1K | 0.01% | 1095 |
|
|
2022
Q1 | $385K | Buy |
8,305
+137
| +2% | +$6.35K | 0.01% | 995 |
|
|
2021
Q4 | $358K | Sell |
8,168
-2,122
| -21% | -$93K | 0.01% | 1035 |
|
|
2021
Q3 | $489K | Sell |
10,290
-7,193
| -41% | -$342K | 0.01% | 893 |
|
|
2021
Q2 | $914K | Buy |
17,483
+4,024
| +30% | +$210K | 0.02% | 577 |
|
|
2021
Q1 | $774K | Buy |
13,459
+7,028
| +109% | +$404K | 0.02% | 571 |
|
|
2020
Q4 | $278K | Buy |
+6,431
| New | +$278K | 0.01% | 855 |
|