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 |
|