Focused 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
2024 Q1	–	Sell	-400	Closed	-$16.5K	–	868
2023 Q4	$16.5K	Hold	400	–	–	﹤0.01%	464
2023 Q3	$16.9K	Hold	400	–	–	﹤0.01%	451
2023 Q2	$21.9K	Hold	400	–	–	﹤0.01%	419
2023 Q1	$17.7K	Hold	400	–	–	﹤0.01%	450
2022 Q4	$15.1K	Hold	400	–	–	﹤0.01%	458
2022 Q3	$13K	Hold	400	–	–	﹤0.01%	451
2022 Q2	$14K	Hold	400	–	–	﹤0.01%	448
2022 Q1	$19K	Hold	400	–	–	﹤0.01%	442
2021 Q4	$18K	Hold	400	–	–	﹤0.01%	489
2021 Q3	$19K	Hold	400	–	–	﹤0.01%	495
2021 Q2	$21K	Hold	400	–	–	﹤0.01%	492
2021 Q1	$23K	Hold	400	–	–	﹤0.01%	468
2020 Q4	$17K	Sell	400 -1,700	-81%	-$72.3K	﹤0.01%	467
2020 Q3	$73K	Hold	2,100	–	–	0.02%	279
2020 Q2	$73K	Buy	2,100 +100	+5%	+$3.48K	0.02%	262
2020 Q1	$63K	Sell	2,000 -400	-17%	-$12.6K	0.02%	261
2019 Q4	$211K	Hold	2,400	–	–	0.05%	144
2019 Q3	$212K	Hold	2,400	–	–	0.06%	129
2019 Q2	$210K	Buy	2,400 +400	+20%	+$35K	0.06%	139
2019 Q1	$160K	Hold	2,000	–	–	0.05%	152
2018 Q4	$167K	Hold	2,000	–	–	0.06%	155
2018 Q3	$178K	Hold	2,000	–	–	0.06%	157
2018 Q2	$139K	Hold	2,000	–	–	0.05%	193
2018 Q1	$139K	Hold	2,000	–	–	0.04%	209
2017 Q4	$135K	Buy	+2,000	New	+$135K	0.04%	200
2017 Q3	–	Sell	-2,000	Closed	-$151K	–	712
2017 Q2	$151K	Hold	2,000	–	–	0.06%	179
2017 Q1	$141K	Hold	2,000	–	–	0.06%	184
2016 Q4	$146K	Sell	2,000 -200	-9%	-$14.6K	0.06%	187
2016 Q3	$115K	Buy	+2,200	New	+$115K	0.05%	199
2014 Q2	–	Hold	0	–	–	–	679
2014 Q1	–	Hold	0	–	–	–	650