Icon Wealth Partners’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 | $112K | Sell |
2,651
-496
| -16% | -$21K | 0.01% | 374 |
|
|
2023
Q2 | $173K | Hold |
3,147
| – | – | 0.02% | 329 |
|
|
2023
Q1 | $139K | Buy |
+3,147
| New | +$139K | 0.02% | 357 |
|
|
2022
Q2 | – | Sell |
-5,147
| Closed | -$239K | – | 335 |
|
|
2022
Q1 | $239K | Buy |
+5,147
| New | +$239K | 0.02% | 295 |
|
|
2021
Q4 | – | Sell |
-5,692
| Closed | -$271K | – | 343 |
|
|
2021
Q3 | $271K | Sell |
5,692
-250
| -4% | -$11.9K | 0.03% | 293 |
|
|
2021
Q2 | $311K | Buy |
5,942
+1,700
| +40% | +$89K | 0.03% | 293 |
|
|
2021
Q1 | $244K | Buy |
+4,242
| New | +$244K | 0.03% | 298 |
|