Kings Point Capital Management’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-372
| Closed | -$20K | – | 386 |
|
|
2015
Q2 | $20K | Hold |
372
| – | – | ﹤0.01% | 295 |
|
|
2015
Q1 | $25K | Hold |
372
| – | – | 0.01% | 283 |
|
|
2014
Q4 | $25K | Hold |
372
| – | – | 0.01% | 269 |
|
|
2014
Q3 | $17K | Hold |
372
| – | – | 0.01% | 268 |
|
|
2014
Q2 | $15K | Buy |
+372
| New | +$15K | ﹤0.01% | 290 |
|