First Personal Financial Services’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12
| Closed | -$1K | – | 516 |
|
|
2019
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 497 |
|
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 515 |
|
|
2019
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 764 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$7K | – | 1075 |
|
|
2017
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 859 |
|
|
2017
Q3 | $6K | Sell |
100
-20
| -17% | -$1.2K | ﹤0.01% | 772 |
|
|
2017
Q2 | $9K | Sell |
120
-251
| -68% | -$18.8K | ﹤0.01% | 733 |
|
|
2017
Q1 | $26K | Buy |
371
+271
| +271% | +$19K | 0.01% | 524 |
|
|
2016
Q4 | $7K | Buy |
100
+40
| +67% | +$2.8K | ﹤0.01% | 792 |
|
|
2016
Q3 | $3K | Buy |
60
+10
| +20% | +$500 | ﹤0.01% | 749 |
|
|
2016
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 768 |
|