HCR Wealth Advisors’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 |
-5,000
| Closed | -$206K | – | 230 |
|
|
2023
Q4 | $206K | Hold |
5,000
| – | – | 0.03% | 196 |
|
|
2023
Q3 | $212K | Hold |
5,000
| – | – | 0.05% | 159 |
|
|
2023
Q2 | $274K | Hold |
5,000
| – | – | 0.05% | 144 |
|
|
2023
Q1 | $221K | Buy |
+5,000
| New | +$221K | 0.04% | 156 |
|
|
2022
Q2 | – | Sell |
-5,000
| Closed | -$232K | – | 198 |
|
|
2022
Q1 | $232K | Hold |
5,000
| – | – | 0.04% | 171 |
|
|
2021
Q4 | $219K | Buy |
+5,000
| New | +$219K | 0.03% | 185 |
|