Global Wealth Management Investment Advisory’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 |
-560
| Closed | -$23.1K | – | 413 |
|
|
2023
Q4 | $23.1K | Hold |
560
| – | – | 0.01% | 237 |
|
|
2023
Q3 | $23.7K | Sell |
560
-218
| -28% | -$9.22K | 0.01% | 236 |
|
|
2023
Q2 | $42.7K | Buy |
+778
| New | +$42.7K | 0.01% | 202 |
|
|
2022
Q3 | – | Sell |
-660
| Closed | -$23K | – | 449 |
|
|
2022
Q2 | $23K | Hold |
660
| – | – | 0.01% | 232 |
|
|
2022
Q1 | $31K | Hold |
660
| – | – | 0.01% | 224 |
|
|
2021
Q4 | $29K | Hold |
660
| – | – | 0.01% | 231 |
|
|
2021
Q3 | $31K | Hold |
660
| – | – | 0.01% | 230 |
|
|
2021
Q2 | $35K | Hold |
660
| – | – | 0.01% | 210 |
|
|
2021
Q1 | $38K | Sell |
660
-200
| -23% | -$11.5K | 0.01% | 207 |
|
|
2020
Q4 | $37K | Hold |
860
| – | – | 0.01% | 200 |
|
|
2020
Q3 | $30K | Hold |
860
| – | – | 0.01% | 203 |
|
|
2020
Q2 | $30K | Buy |
860
+200
| +30% | +$6.98K | 0.01% | 241 |
|
|
2020
Q1 | $21K | Buy |
660
+580
| +725% | +$18.5K | 0.01% | 252 |
|
|
2019
Q4 | $7K | Hold |
80
| – | – | ﹤0.01% | 406 |
|
|
2019
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 372 |
|
|
2019
Q2 | $7K | Hold |
80
| – | – | ﹤0.01% | 416 |
|
|
2019
Q1 | $6K | Hold |
80
| – | – | ﹤0.01% | 438 |
|
|
2018
Q4 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 450 |
|