Diversified Trust’s United Airlines UAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,396
Closed -$392K 918
2022
Q4
$392K Buy
10,396
+1,713
+20% +$64.6K 0.02% 493
2022
Q3
$282K Buy
+8,683
New +$282K 0.01% 565