Kanaly Trust’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 | $103K | Buy |
1,418
+99
| +8% | +$7.19K | 0.02% | 204 |
|
|
2016
Q3 | $69K | Buy |
1,319
+224
| +20% | +$11.7K | 0.01% | 246 |
|
|
2016
Q2 | $45K | Sell |
1,095
-59
| -5% | -$2.43K | 0.01% | 295 |
|
|
2016
Q1 | $69K | Hold |
1,154
| – | – | 0.01% | 247 |
|
|
2015
Q4 | $66K | Hold |
1,154
| – | – | 0.01% | 253 |
|
|
2015
Q3 | $61K | Sell |
1,154
-7
| -0.6% | -$370 | 0.01% | 264 |
|
|
2015
Q2 | $62K | Buy |
1,161
+84
| +8% | +$4.49K | 0.01% | 280 |
|
|
2015
Q1 | $72K | Buy |
1,077
+7
| +0.7% | +$468 | 0.01% | 245 |
|
|
2014
Q4 | $72K | Hold |
1,070
| – | – | 0.01% | 257 |
|
|
2014
Q3 | $50K | Hold |
1,070
| – | – | 0.01% | 298 |
|
|
2014
Q2 | $44K | Hold |
1,070
| – | – | 0.01% | 322 |
|
|
2014
Q1 | $48K | Buy |
1,070
+20
| +2% | +$897 | 0.01% | 307 |
|
|
2013
Q4 | $40K | Buy |
+1,050
| New | +$40K | 0.01% | 319 |
|