Gideon Capital 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
Q1 | – | Sell |
-32,101
| Closed | -$2.83M | – | 201 |
|
|
2019
Q4 | $2.83M | Buy |
+32,101
| New | +$2.83M | 0.97% | 12 |
|
|
2019
Q3 | – | Sell |
-30,338
| Closed | -$2.66M | – | 405 |
|
|
2019
Q2 | $2.66M | Buy |
30,338
+20,835
| +219% | +$1.82M | 0.92% | 20 |
|
|
2019
Q1 | $758K | Sell |
9,503
-18,075
| -66% | -$1.44M | 0.27% | 97 |
|
|
2018
Q4 | $2.31M | Buy |
+27,578
| New | +$2.31M | 0.94% | 12 |
|
|
2017
Q3 | – | Sell |
-13,595
| Closed | -$1.02M | – | 378 |
|
|
2017
Q2 | $1.02M | Buy |
+13,595
| New | +$1.02M | 1.13% | 4 |
|
|
2016
Q1 | – | Sell |
-18,920
| Closed | -$1.08M | – | 235 |
|
|
2015
Q4 | $1.08M | Sell |
18,920
-40,420
| -68% | -$2.32M | 0.79% | 47 |
|
|
2015
Q3 | $3.15M | Buy |
+59,340
| New | +$3.15M | 1.84% | 3 |
|
|
2014
Q4 | – | Sell |
-10,237
| Closed | -$479K | – | 309 |
|
|
2014
Q3 | $479K | Sell |
10,237
-46,113
| -82% | -$2.16M | 0.19% | 155 |
|
|
2014
Q2 | $2.31M | Sell |
56,350
-9,369
| -14% | -$385K | 0.84% | 31 |
|
|
2014
Q1 | $2.93M | Buy |
65,719
+40,173
| +157% | +$1.79M | 1.63% | 8 |
|
|
2013
Q4 | $966K | Buy |
+25,546
| New | +$966K | 0.57% | 64 |
|