Moneta Group Investment Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,350
| Closed | -$208K | – | 630 |
|
|
2024
Q1 | $208K | Buy |
+4,350
| New | +$208K | ﹤0.01% | 568 |
|
|
2023
Q3 | – | Sell |
-3,647
| Closed | -$200K | – | 559 |
|
|
2023
Q2 | $200K | Buy |
+3,647
| New | +$200K | ﹤0.01% | 517 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | – | – | 712 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 543 |
|