Fort Sheridan Advisors’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 |
-6,665
| Closed | -$210K | – | 121 |
|
|
2020
Q1 | $210K | Sell |
6,665
-847
| -11% | -$26.7K | 0.15% | 78 |
|
|
2019
Q4 | $662K | Buy |
7,512
+500
| +7% | +$44.1K | 0.36% | 40 |
|
|
2019
Q3 | $620K | Hold |
7,012
| – | – | 0.35% | 40 |
|
|
2019
Q2 | $614K | Buy |
7,012
+600
| +9% | +$52.5K | 0.36% | 42 |
|
|
2019
Q1 | $512K | Buy |
6,412
+512
| +9% | +$40.9K | 0.34% | 42 |
|
|
2018
Q4 | $494K | Buy |
+5,900
| New | +$494K | 0.35% | 38 |
|