Horan Securities’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-200
| Closed | -$11K | – | 627 |
|
|
2023
Q2 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 379 |
|
|
2021
Q2 | $212K | Hold |
4,063
| – | – | 0.15% | 61 |
|
|
2021
Q1 | $234K | Hold |
4,063
| – | – | 0.2% | 38 |
|
|
2020
Q4 | $176K | Buy |
4,063
+2,851
| +235% | +$123K | 0.15% | 50 |
|
|
2020
Q3 | $42K | Buy |
1,212
+780
| +181% | +$27K | 0.04% | 113 |
|
|
2020
Q2 | $15K | Buy |
+432
| New | +$15K | 0.02% | 148 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$8K | – | 196 |
|
|
2017
Q2 | $8K | Hold |
100
| – | – | 0.01% | 111 |
|
|
2017
Q1 | $7K | Buy |
+100
| New | +$7K | 0.01% | 115 |
|