MorganRosel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,404
| Closed | -$230K | – | 89 |
|
|
2021
Q2 | $230K | Sell |
4,404
-2,000
| -31% | -$104K | 0.13% | 76 |
|
|
2021
Q1 | $368K | Buy |
+6,404
| New | +$368K | 0.23% | 61 |
|
|
2019
Q3 | – | Sell |
-8,276
| Closed | -$725K | – | 80 |
|
|
2019
Q2 | $725K | Sell |
8,276
-80
| -1% | -$7.01K | 0.6% | 42 |
|
|
2019
Q1 | $667K | Buy |
+8,356
| New | +$667K | 0.57% | 49 |
|