IKOS CIF’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,262
| Closed | -$226K | – | 243 |
|
|
2015
Q3 | $226K | Sell |
4,262
-856
| -17% | -$45.4K | 0.66% | 78 |
|
|
2015
Q2 | $272K | Buy |
+5,118
| New | +$272K | 0.89% | 31 |
|
|
2014
Q4 | – | Sell |
-6,936
| Closed | -$326K | – | 318 |
|
|
2014
Q3 | $326K | Buy |
+6,936
| New | +$326K | 0.47% | 94 |
|