Jamison Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5
| Closed | -$286 | – | 454 |
|
|
2024
Q3 | $286 | Hold |
5
| – | – | ﹤0.01% | 443 |
|
|
2024
Q2 | $244 | Hold |
5
| – | – | ﹤0.01% | 414 |
|
|
2024
Q1 | $240 | Hold |
5
| – | – | ﹤0.01% | 469 |
|
|
2023
Q4 | $207 | Sell |
5
-9
| -64% | -$373 | ﹤0.01% | 390 |
|
|
2023
Q3 | $593 | Buy |
+14
| New | +$593 | ﹤0.01% | 380 |
|