MBL Wealth’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,699
| Closed | -$311K | – | 175 |
|
|
2022
Q1 | $311K | Buy |
+6,699
| New | +$311K | 0.08% | 129 |
|
|
2021
Q3 | $670K | Buy |
+14,091
| New | +$670K | 0.23% | 57 |
|
|
2021
Q1 | $811K | Buy |
14,086
+6,581
| +88% | +$379K | 0.28% | 57 |
|
|
2020
Q4 | $325K | Buy |
+7,505
| New | +$325K | 0.13% | 96 |
|