Guardian Capital’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 |
-4,571
| Closed | -$323K | – | 214 |
|
|
2017
Q1 | $323K | Buy |
+4,571
| New | +$323K | ﹤0.01% | 189 |
|
|
2016
Q2 | – | Sell |
-6,707
| Closed | -$401K | – | 227 |
|
|
2016
Q1 | $401K | Sell |
6,707
-394
| -6% | -$23.6K | 0.01% | 157 |
|
|
2015
Q4 | $407K | Sell |
7,101
-2,124
| -23% | -$122K | 0.01% | 154 |
|
|
2015
Q3 | $489K | Buy |
+9,225
| New | +$489K | 0.01% | 156 |
|
|
2014
Q2 | – | Sell |
-15,616
| Closed | -$697K | – | 219 |
|
|
2014
Q1 | $697K | Buy |
+15,616
| New | +$697K | 0.01% | 147 |
|