Goelzer Investment Management’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-52,409
| Closed | -$3.14M | – | 201 |
|
|
2016
Q1 | $3.14M | Sell |
52,409
-2,209
| -4% | -$132K | 0.45% | 98 |
|
|
2015
Q4 | $3.13M | Sell |
54,618
-2,967
| -5% | -$170K | 0.46% | 93 |
|
|
2015
Q3 | $3.06M | Sell |
57,585
-1,670
| -3% | -$88.6K | 0.48% | 90 |
|
|
2015
Q2 | $3.14M | Sell |
59,255
-1,505
| -2% | -$79.8K | 0.47% | 93 |
|
|
2015
Q1 | $4.09M | Sell |
60,760
-1,940
| -3% | -$130K | 0.62% | 72 |
|
|
2014
Q4 | $4.19M | Buy |
+62,700
| New | +$4.19M | 0.63% | 68 |
|