Integrated Wealth Management’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-62
| Closed | -$3K | – | 960 |
|
|
2016
Q3 | $3K | Hold |
62
| – | – | ﹤0.01% | 1023 |
|
|
2016
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 1025 |
|
|
2016
Q1 | $4K | Sell |
62
-164
| -73% | -$10.6K | ﹤0.01% | 896 |
|
|
2015
Q4 | $13K | Sell |
226
-68
| -23% | -$3.91K | 0.01% | 705 |
|
|
2015
Q3 | $16K | Hold |
294
| – | – | 0.01% | 644 |
|
|
2015
Q2 | $16K | Hold |
294
| – | – | 0.01% | 672 |
|
|
2015
Q1 | $19K | Buy |
+294
| New | +$19K | 0.01% | 587 |
|