Geneva Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-4,189
| Closed | -$296K | – | 792 |
|
2017
Q1 | $296K | Sell |
4,189
-25,464
| -86% | -$1.8M | 0.01% | 594 |
|
2016
Q4 | $2.16M | Buy |
29,653
+117
| +0.4% | +$8.53K | 0.04% | 195 |
|
2016
Q3 | $1.55M | Sell |
29,536
-19,925
| -40% | -$1.05M | 0.03% | 240 |
|
2016
Q2 | $2.03M | Buy |
49,461
+21,325
| +76% | +$875K | 0.04% | 194 |
|
2016
Q1 | $1.68M | Sell |
28,136
-31,548
| -53% | -$1.89M | 0.03% | 217 |
|
2015
Q4 | $3.42M | Buy |
+59,684
| New | +$3.42M | 0.07% | 135 |
|