Gradient Investments’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9
| Closed | -$438 | – | 1226 |
|
|
2024
Q2 | $438 | Buy |
+9
| New | +$438 | ﹤0.01% | 1200 |
|
|
2024
Q1 | – | Sell |
-115
| Closed | -$4.75K | – | 1796 |
|
|
2023
Q4 | $4.75K | Hold |
115
| – | – | ﹤0.01% | 1009 |
|
|
2023
Q3 | $4.87K | Sell |
115
-234
| -67% | -$9.9K | ﹤0.01% | 961 |
|
|
2023
Q2 | $19.2K | Buy |
349
+150
| +75% | +$8.23K | ﹤0.01% | 696 |
|
|
2023
Q1 | $8.81K | Sell |
199
-3,103
| -94% | -$137K | ﹤0.01% | 838 |
|
|
2022
Q4 | $124K | Sell |
3,302
-155
| -4% | -$5.84K | ﹤0.01% | 355 |
|
|
2022
Q3 | $112K | Buy |
3,457
+183
| +6% | +$5.93K | ﹤0.01% | 346 |
|
|
2022
Q2 | $116K | Buy |
3,274
+50
| +2% | +$1.77K | ﹤0.01% | 358 |
|
|
2022
Q1 | $149K | Sell |
3,224
-50
| -2% | -$2.31K | ﹤0.01% | 321 |
|
|
2021
Q4 | $143K | Hold |
3,274
| – | – | ﹤0.01% | 317 |
|
|
2021
Q3 | $156K | Sell |
3,274
-1,000
| -23% | -$47.6K | ﹤0.01% | 303 |
|
|
2021
Q2 | $223K | Hold |
4,274
| – | – | 0.01% | 268 |
|
|
2021
Q1 | $246K | Buy |
4,274
+3,640
| +574% | +$210K | 0.01% | 265 |
|
|
2020
Q4 | $22K | Hold |
634
| – | – | ﹤0.01% | 553 |
|
|
2020
Q3 | $22K | Hold |
634
| – | – | ﹤0.01% | 556 |
|
|
2020
Q2 | $22K | Hold |
634
| – | – | ﹤0.01% | 514 |
|
|
2020
Q1 | $20K | Buy |
634
+496
| +359% | +$15.6K | ﹤0.01% | 521 |
|
|
2019
Q4 | $12K | Hold |
138
| – | – | ﹤0.01% | 656 |
|
|
2019
Q3 | $12K | Buy |
138
+4
| +3% | +$348 | ﹤0.01% | 630 |
|
|
2019
Q2 | $12K | Hold |
134
| – | – | ﹤0.01% | 615 |
|
|
2019
Q1 | $11K | Hold |
134
| – | – | ﹤0.01% | 539 |
|
|
2018
Q4 | $11K | Hold |
134
| – | – | ﹤0.01% | 566 |
|
|
2018
Q3 | $12K | Hold |
134
| – | – | ﹤0.01% | 603 |
|
|
2018
Q2 | $9K | Buy |
+134
| New | +$9K | ﹤0.01% | 635 |
|
|
2017
Q2 | – | Sell |
-3
| Closed | – | – | 908 |
|
|
2017
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 830 |
|
|
2016
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 791 |
|