Farr Miller & Washington’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-5,350
| Closed | -$284K | – | 145 |
|
2015
Q2 | $284K | Sell |
5,350
-1,000
| -16% | -$53.1K | 0.03% | 111 |
|
2015
Q1 | $427K | Sell |
6,350
-100
| -2% | -$6.72K | 0.05% | 87 |
|
2014
Q4 | $431K | Hold |
6,450
| – | – | 0.05% | 85 |
|
2014
Q3 | $302K | Hold |
6,450
| – | – | 0.04% | 95 |
|
2014
Q2 | $265K | Hold |
6,450
| – | – | 0.03% | 121 |
|
2014
Q1 | $288K | Hold |
6,450
| – | – | 0.04% | 98 |
|
2013
Q4 | $244K | Buy |
+6,450
| New | +$244K | 0.03% | 108 |
|
2013
Q3 | – | Sell |
-6,450
| Closed | -$202K | – | 129 |
|
2013
Q2 | $202K | Buy |
+6,450
| New | +$202K | 0.03% | 121 |
|