Cowen Prime Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,910
| Closed | -$785K | – | 206 |
|
|
2019
Q4 | $785K | Sell |
8,910
-15,340
| -63% | -$1.35M | 0.36% | 45 |
|
|
2019
Q3 | $2.14M | Sell |
24,250
-5,580
| -19% | -$493K | 1.11% | 23 |
|
|
2019
Q2 | $2.61M | Hold |
29,830
| – | – | 1.26% | 23 |
|
|
2019
Q1 | $2.38M | Hold |
29,830
| – | – | 1.23% | 21 |
|
|
2018
Q4 | $2.5M | Sell |
29,830
-2,700
| -8% | -$226K | 1.5% | 19 |
|
|
2018
Q3 | $2.9M | Sell |
32,530
-4,500
| -12% | -$401K | 1.35% | 23 |
|
|
2018
Q2 | $2.58M | Sell |
37,030
-300
| -0.8% | -$20.9K | 1.27% | 24 |
|
|
2018
Q1 | $2.59M | Buy |
37,330
+1,020
| +3% | +$70.9K | 1.44% | 23 |
|
|
2017
Q4 | $2.45M | Buy |
+36,310
| New | +$2.45M | 1.19% | 24 |
|