Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,010
| Closed | -$261K | – | 255 |
|
|
2022
Q3 | $261K | Sell |
8,010
-1,027
| -11% | -$33.5K | 0.06% | 177 |
|
|
2022
Q2 | $320K | Buy |
9,037
+14
| +0.2% | +$496 | 0.08% | 141 |
|
|
2022
Q1 | $418K | Buy |
+9,023
| New | +$418K | 0.09% | 120 |
|
|
2019
Q2 | – | Sell |
-382
| Closed | -$30K | – | 856 |
|
|
2019
Q1 | $30K | Sell |
382
-94
| -20% | -$7.38K | 0.01% | 377 |
|
|
2018
Q4 | $40K | Sell |
476
-69
| -13% | -$5.8K | 0.02% | 282 |
|
|
2018
Q3 | $48K | Hold |
545
| – | – | 0.02% | 253 |
|
|
2018
Q2 | $39K | Hold |
545
| – | – | 0.01% | 279 |
|
|
2018
Q1 | $36K | Buy |
545
+84
| +18% | +$5.55K | 0.01% | 284 |
|
|
2017
Q4 | $31K | Buy |
+461
| New | +$31K | 0.01% | 305 |
|