Next 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
2021
Q4
$81K Sell
1,839
-1,535
-45% -$67.6K 0.01% 1275
2021
Q3
$161K Buy
3,374
+1,391
+70% +$66.4K 0.01% 934
2021
Q2
$104K Sell
1,983
-146
-7% -$7.66K 0.01% 1093
2021
Q1
$123K Sell
2,129
-3,065
-59% -$177K 0.01% 940
2020
Q4
$225K Buy
5,194
+1,790
+53% +$77.5K 0.02% 674
2020
Q3
$118K Buy
+3,404
New +$118K 0.01% 796
2020
Q2
Sell
-884
Closed -$28K 1824
2020
Q1
$28K Buy
+884
New +$28K ﹤0.01% 1162
2019
Q4
Sell
-10
Closed -$1K 2535
2019
Q3
$1K Buy
+10
New +$1K ﹤0.01% 2267
2017
Q1
Sell
-125
Closed -$9K 2279
2016
Q4
$9K Hold
125
﹤0.01% 1707
2016
Q3
$7K Buy
+125
New +$7K ﹤0.01% 1818
2014
Q4
Sell
-12
Closed -$1K 2348
2014
Q3
$1K Buy
+12
New +$1K ﹤0.01% 2453