Edge Wealth Management’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-180
| Closed | -$10K | – | 456 |
|
|
2021
Q1 | $10K | Hold |
180
| – | – | ﹤0.01% | 303 |
|
|
2020
Q4 | $8K | Hold |
180
| – | – | ﹤0.01% | 281 |
|
|
2020
Q3 | $6K | Sell |
180
-633
| -78% | -$21.1K | ﹤0.01% | 351 |
|
|
2020
Q2 | $28K | Buy |
813
+578
| +246% | +$19.9K | 0.01% | 319 |
|
|
2020
Q1 | $7K | Hold |
235
| – | – | ﹤0.01% | 437 |
|
|
2019
Q4 | $21K | Sell |
235
-1,000
| -81% | -$89.4K | ﹤0.01% | 331 |
|
|
2019
Q3 | $109K | Hold |
1,235
| – | – | 0.03% | 182 |
|
|
2019
Q2 | $108K | Buy |
1,235
+1,180
| +2,145% | +$103K | 0.02% | 187 |
|
|
2019
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 484 |
|
|
2018
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 471 |
|
|
2018
Q3 | $5K | Sell |
55
-8,000
| -99% | -$727K | ﹤0.01% | 501 |
|
|
2018
Q2 | $562K | Buy |
8,055
+7,000
| +664% | +$488K | 0.14% | 90 |
|
|
2018
Q1 | $73K | Sell |
1,055
-4,000
| -79% | -$277K | 0.02% | 192 |
|
|
2017
Q4 | $341K | Buy |
5,055
+5,000
| +9,091% | +$337K | 0.1% | 105 |
|
|
2017
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 474 |
|
|
2017
Q2 | $4K | Hold |
55
| – | – | ﹤0.01% | 438 |
|
|
2017
Q1 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 419 |
|