LA
Lucus Advisors’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,737
| Closed | -$356K | – | 256 |
|
|
2017
Q2 | $356K | Buy |
+4,737
| New | +$356K | 0.48% | 139 |
|
|
2016
Q3 | – | Sell |
-8,451
| Closed | -$347K | – | 295 |
|
|
2016
Q2 | $347K | Sell |
8,451
-341
| -4% | -$14K | 0.28% | 165 |
|
|
2016
Q1 | $526K | Buy |
8,792
+398
| +5% | +$23.8K | 0.31% | 74 |
|
|
2015
Q4 | $481K | Buy |
8,394
+399
| +5% | +$22.9K | 0.29% | 56 |
|
|
2015
Q3 | $424K | Sell |
7,995
-1,527
| -16% | -$81K | 0.24% | 228 |
|
|
2015
Q2 | $505K | Buy |
+9,522
| New | +$505K | 0.24% | 122 |
|