DFPG Investments’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,130
| Closed | -$249K | – | 189 |
|
|
2021
Q2 | $249K | Sell |
5,130
-1,000
| -16% | -$48.5K | 0.09% | 139 |
|
|
2021
Q1 | $363K | Sell |
6,130
-2,000
| -25% | -$118K | 0.16% | 110 |
|
|
2020
Q4 | $352K | Buy |
+8,130
| New | +$352K | 0.16% | 112 |
|
|
2020
Q2 | – | Sell |
-7,173
| Closed | -$229K | – | 186 |
|
|
2020
Q1 | $229K | Buy |
+7,173
| New | +$229K | 0.17% | 124 |
|