JOYN Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,263
| Closed | -$200K | – | 131 |
|
|
2019
Q3 | $200K | Buy |
+2,263
| New | +$200K | 0.04% | 114 |
|
|
2019
Q1 | – | Sell |
-2,391
| Closed | -$200K | – | 1322 |
|
|
2018
Q4 | $200K | Sell |
2,391
-1,143
| -32% | -$95.6K | 0.05% | 111 |
|
|
2018
Q3 | $315K | Sell |
3,534
-455
| -11% | -$40.6K | 0.06% | 89 |
|
|
2018
Q2 | $278K | Sell |
3,989
-1,595
| -29% | -$111K | 0.06% | 104 |
|
|
2018
Q1 | $388K | Sell |
5,584
-3,769
| -40% | -$262K | 0.08% | 82 |
|
|
2017
Q4 | $630K | Buy |
+9,353
| New | +$630K | 0.13% | 69 |
|