Mission Wealth Management’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,927
| Closed | -$307K | – | 540 |
|
|
2023
Q1 | $307K | Buy |
6,927
+1,536
| +28% | +$68K | 0.01% | 424 |
|
|
2022
Q4 | $203K | Buy |
+5,391
| New | +$203K | 0.01% | 472 |
|
|
2022
Q2 | – | Sell |
-5,349
| Closed | -$248K | – | 518 |
|
|
2022
Q1 | $248K | Sell |
5,349
-58
| -1% | -$2.69K | 0.01% | 439 |
|
|
2021
Q4 | $237K | Buy |
5,407
+181
| +3% | +$7.93K | 0.01% | 459 |
|
|
2021
Q3 | $249K | Sell |
5,226
-12
| -0.2% | -$572 | 0.01% | 430 |
|
|
2021
Q2 | $274K | Sell |
5,238
-1
| -0% | -$52 | 0.01% | 411 |
|
|
2021
Q1 | $301K | Buy |
+5,239
| New | +$301K | 0.02% | 362 |
|