Dynamic Advisor Solutions’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,953
| Closed | -$272K | – | 880 |
|
|
2023
Q2 | $272K | Buy |
+4,953
| New | +$272K | 0.01% | 654 |
|
|
2022
Q1 | – | Sell |
-20,320
| Closed | -$890K | – | 785 |
|
|
2021
Q4 | $890K | Buy |
20,320
+2,918
| +17% | +$128K | 0.06% | 302 |
|
|
2021
Q3 | $828K | Buy |
17,402
+1,175
| +7% | +$55.9K | 0.06% | 328 |
|
|
2021
Q2 | $849K | Sell |
16,227
-2,714
| -14% | -$142K | 0.07% | 304 |
|
|
2021
Q1 | $1.09M | Sell |
18,941
-3,016
| -14% | -$174K | 0.1% | 236 |
|
|
2020
Q4 | $950K | Sell |
21,957
-5,950
| -21% | -$257K | 0.09% | 250 |
|
|
2020
Q3 | $970K | Sell |
27,907
-1,029
| -4% | -$35.8K | 0.11% | 212 |
|
|
2020
Q2 | $1M | Buy |
28,936
+13,754
| +91% | +$476K | 0.14% | 182 |
|
|
2020
Q1 | $479K | Buy |
+15,182
| New | +$479K | 0.09% | 250 |
|