Fortis Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-817
| Closed | -$35K | – | 264 |
|
|
2020
Q4 | $35K | Hold |
817
| – | – | 0.03% | 120 |
|
|
2020
Q3 | $28K | Sell |
817
-51
| -6% | -$1.75K | 0.03% | 120 |
|
|
2020
Q2 | $30K | Sell |
868
-2,267
| -72% | -$78.4K | 0.03% | 134 |
|
|
2020
Q1 | $99K | Buy |
+3,135
| New | +$99K | 0.07% | 148 |
|
|
2019
Q2 | – | Sell |
-3,035
| Closed | -$242K | – | 362 |
|
|
2019
Q1 | $242K | Buy |
3,035
+544
| +22% | +$43.4K | 0.13% | 81 |
|
|
2018
Q4 | $209K | Buy |
+2,491
| New | +$209K | 0.13% | 73 |
|