CIBC Bank USA’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,825
| Closed | -$506K | – | 260 |
|
|
2015
Q4 | $506K | Hold |
8,825
| – | – | 0.09% | 142 |
|
|
2015
Q3 | $468K | Hold |
8,825
| – | – | 0.09% | 151 |
|
|
2015
Q2 | $468K | Hold |
8,825
| – | – | 0.08% | 167 |
|
|
2015
Q1 | $594K | Sell |
8,825
-3,275
| -27% | -$220K | 0.1% | 131 |
|
|
2014
Q4 | $809K | Hold |
12,100
| – | – | 0.14% | 113 |
|
|
2014
Q3 | $566K | Hold |
12,100
| – | – | 0.11% | 155 |
|
|
2014
Q2 | $497K | Hold |
12,100
| – | – | 0.09% | 174 |
|
|
2014
Q1 | $540K | Sell |
12,100
-3,400
| -22% | -$152K | 0.11% | 162 |
|
|
2013
Q4 | $586K | Hold |
15,500
| – | – | 0.13% | 160 |
|
|
2013
Q3 | $476K | Sell |
15,500
-17,700
| -53% | -$544K | 0.12% | 188 |
|
|
2013
Q2 | $1.04M | Buy |
+33,200
| New | +$1.04M | 0.06% | 178 |
|