Financial Architects (New Jersey)’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-16
| Closed | -$1K | – | 914 |
|
|
2020
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 830 |
|
|
2019
Q4 | $1K | Sell |
16
-1,883
| -99% | -$118K | ﹤0.01% | 890 |
|
|
2019
Q3 | $168K | Hold |
1,899
| – | – | 0.04% | 256 |
|
|
2019
Q2 | $166K | Sell |
1,899
-3,117
| -62% | -$272K | 0.03% | 262 |
|
|
2019
Q1 | $400K | Hold |
5,016
| – | – | 0.07% | 188 |
|
|
2018
Q4 | $420K | Hold |
5,016
| – | – | 0.08% | 161 |
|
|
2018
Q3 | $446K | Sell |
5,016
-6,200
| -55% | -$551K | 0.07% | 176 |
|
|
2018
Q2 | $782K | Buy |
11,216
+16
| +0.1% | +$1.12K | 0.14% | 113 |
|
|
2018
Q1 | $778K | Sell |
11,200
-7,100
| -39% | -$493K | 0.15% | 98 |
|
|
2017
Q4 | $1.23M | Buy |
18,300
+8,300
| +83% | +$560K | 0.21% | 82 |
|
|
2017
Q3 | $609K | Buy |
10,000
+5,000
| +100% | +$305K | 0.11% | 132 |
|
|
2017
Q2 | $376K | Hold |
5,000
| – | – | 0.07% | 177 |
|
|
2017
Q1 | $353K | Hold |
5,000
| – | – | 0.06% | 179 |
|
|
2016
Q4 | $364K | Sell |
5,000
-1,200
| -19% | -$87.4K | 0.09% | 170 |
|
|
2016
Q3 | $326K | Buy |
6,200
+400
| +7% | +$21K | 0.09% | 181 |
|
|
2016
Q2 | $238K | Buy |
5,800
+5,771
| +19,900% | +$237K | 0.07% | 209 |
|
|
2016
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 1047 |
|