JIR
James Investment Research’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,695
| Closed | -$237K | – | 534 |
|
|
2019
Q4 | $237K | Sell |
2,695
-23,170
| -90% | -$2.04M | 0.02% | 274 |
|
|
2019
Q3 | $2.29M | Sell |
25,865
-410
| -2% | -$36.3K | 0.17% | 126 |
|
|
2019
Q2 | $2.3M | Sell |
26,275
-5,274
| -17% | -$462K | 0.17% | 118 |
|
|
2019
Q1 | $2.52M | Buy |
31,549
+7,631
| +32% | +$609K | 0.16% | 114 |
|
|
2018
Q4 | $2M | Sell |
23,918
-15,587
| -39% | -$1.31M | 0.12% | 151 |
|
|
2018
Q3 | $3.52M | Sell |
39,505
-7,690
| -16% | -$685K | 0.14% | 135 |
|
|
2018
Q2 | $3.29M | Buy |
47,195
+560
| +1% | +$39.1K | 0.13% | 160 |
|
|
2018
Q1 | $3.24M | Buy |
46,635
+1,585
| +4% | +$110K | 0.12% | 161 |
|
|
2017
Q4 | $3.04M | Buy |
45,050
+1,610
| +4% | +$109K | 0.1% | 159 |
|
|
2017
Q3 | $2.65M | Buy |
43,440
+19,475
| +81% | +$1.19M | 0.09% | 183 |
|
|
2017
Q2 | $1.8M | Buy |
+23,965
| New | +$1.8M | 0.06% | 231 |
|