Douglas C. Lane & Associates’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | $85.6M | Sell |
1,493,128
-114,793
| -7% | -$6.58M | 2.32% | 2 |
|
2015
Q3 | $85.3M | Sell |
1,607,921
-11,945
| -0.7% | -$634K | 2.43% | 2 |
|
2015
Q2 | $85.9M | Sell |
1,619,866
-8,950
| -0.5% | -$474K | 2.31% | 3 |
|
2015
Q1 | $110M | Sell |
1,628,816
-65,809
| -4% | -$4.43M | 2.88% | 2 |
|
2014
Q4 | $113M | Sell |
1,694,625
-20,542
| -1% | -$1.37M | 3.06% | 2 |
|
2014
Q3 | $80.3M | Sell |
1,715,167
-1,756
| -0.1% | -$82.2K | 2.4% | 2 |
|
2014
Q2 | $70.5M | Buy |
1,716,923
+16,870
| +1% | +$693K | 2.13% | 3 |
|
2014
Q1 | $75.9M | Sell |
1,700,053
-41,398
| -2% | -$1.85M | 2.44% | 2 |
|
2013
Q4 | $65.9M | Buy |
1,741,451
+53,190
| +3% | +$2.01M | 2.19% | 2 |
|
2013
Q3 | $51.8M | Buy |
1,688,261
+28,060
| +2% | +$862K | 1.89% | 5 |
|
2013
Q2 | $51.9M | Buy |
+1,660,201
| New | +$51.9M | 2.03% | 3 |
|