Mosaic Family Wealth’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-63
| Closed | -$5K | – | 575 |
|
|
2019
Q1 | $5K | Buy |
+63
| New | +$5K | ﹤0.01% | 569 |
|
|
2016
Q4 | – | Sell |
-50
| Closed | -$3K | – | 749 |
|
|
2016
Q3 | $3K | Sell |
50
-100
| -67% | -$6K | ﹤0.01% | 652 |
|
|
2016
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 570 |
|
|
2016
Q1 | $8K | Sell |
150
-6
| -4% | -$320 | ﹤0.01% | 555 |
|
|
2015
Q4 | $8K | Buy |
+156
| New | +$8K | ﹤0.01% | 554 |
|