Financial Architects (New Jersey)’s United Airlines UAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-16
Closed -$1K 916
2020
Q1
$1K Hold
16
﹤0.01% 831
2019
Q4
$1K Sell
16
-1,883
-99% -$169K ﹤0.01% 890
2019
Q3
$168K Hold
1,899
0.04% 257
2019
Q2
$166K Sell
1,899
-3,117
-62% -$264K 0.03% 284
2019
Q1
$400K Hold
5,016
0.07% 193
2018
Q4
$420K Hold
5,016
0.08% 164
2018
Q3
$446K Sell
5,016
-6,200
-55% -$511K 0.08% 191
2018
Q2
$782K Buy
11,216
+16
+0.1% +$1.11K 0.14% 113
2018
Q1
$778K Sell
11,200
-7,100
-39% -$491K 0.16% 104
2017
Q4
$1.23M Buy
18,300
+8,300
+83% +$517K 0.21% 83
2017
Q3
$609K Buy
10,000
+5,000
+100% +$333K 0.11% 136
2017
Q2
$376K Hold
5,000
0.07% 189
2017
Q1
$353K Hold
5,000
0.06% 186
2016
Q4
$364K Sell
5,000
-1,200
-19% -$76.5K 0.09% 170
2016
Q3
$326K Buy
6,200
+400
+7% +$19.2K 0.09% 182
2016
Q2
$238K Buy
5,800
+5,771
+19,900% +$273K 0.07% 209
2016
Q1
$2K Buy
+29
New +$1.54K ﹤0.01% 1079

Other funds holding UAL