Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12
| Closed | -$1.06K | – | 581 |
|
|
2019
Q4 | $1.06K | Buy |
+12
| New | +$1.06K | ﹤0.01% | 662 |
|
|
2019
Q2 | – | Sell |
-13
| Closed | -$1.04K | – | 489 |
|
|
2019
Q1 | $1.04K | Hold |
13
| – | – | ﹤0.01% | 425 |
|
|
2018
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 380 |
|
|
2018
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 377 |
|