JNBA Financial Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-90
| Closed | -$4.38K | – | 684 |
|
2024
Q2 | $4.38K | Hold |
90
| – | – | ﹤0.01% | 533 |
|
2024
Q1 | $4.31K | Hold |
90
| – | – | ﹤0.01% | 551 |
|
2023
Q4 | $3.71K | Hold |
90
| – | – | ﹤0.01% | 562 |
|
2023
Q3 | $3.81K | Hold |
90
| – | – | ﹤0.01% | 572 |
|
2023
Q2 | $4.94K | Hold |
90
| – | – | ﹤0.01% | 533 |
|
2023
Q1 | $3.98K | Buy |
+90
| New | +$3.98K | ﹤0.01% | 574 |
|
2016
Q4 | – | Sell |
-916
| Closed | -$48K | – | 1294 |
|
2016
Q3 | $48K | Buy |
+916
| New | +$48K | 0.01% | 543 |
|