Compass 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-250
| Closed | -$14.3K | – | 406 |
|
|
2024
Q3 | $14.3K | Hold |
250
| – | – | ﹤0.01% | 339 |
|
|
2024
Q2 | $12.2K | Hold |
250
| – | – | ﹤0.01% | 347 |
|
|
2024
Q1 | $12K | Hold |
250
| – | – | ﹤0.01% | 343 |
|
|
2023
Q4 | $10.3K | Hold |
250
| – | – | ﹤0.01% | 340 |
|
|
2023
Q3 | $10.6K | Hold |
250
| – | – | ﹤0.01% | 343 |
|
|
2023
Q2 | $13.7K | Hold |
250
| – | – | ﹤0.01% | 346 |
|
|
2023
Q1 | $11.1K | Sell |
250
-373
| -60% | -$16.5K | ﹤0.01% | 351 |
|
|
2022
Q4 | $23.5K | Buy |
+623
| New | +$23.5K | 0.01% | 302 |
|