Nadler Financial Group’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,119
| Closed | -$227K | – | 84 |
|
|
2016
Q4 | $227K | Buy |
+3,119
| New | +$227K | 0.08% | 73 |
|
|
2015
Q2 | – | Sell |
-3,365
| Closed | -$226K | – | 88 |
|
|
2015
Q1 | $226K | Sell |
3,365
-375
| -10% | -$25.2K | 0.11% | 78 |
|
|
2014
Q4 | $250K | Sell |
3,740
-1,200
| -24% | -$80.2K | 0.13% | 69 |
|
|
2014
Q3 | $231K | Buy |
4,940
+40
| +0.8% | +$1.87K | 0.14% | 65 |
|
|
2014
Q2 | $201K | Buy |
+4,900
| New | +$201K | 0.13% | 69 |
|