Pathstone Family Office’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $573K | Buy |
12,666
+7,235
| +133% | +$327K | ﹤0.01% | 970 |
|
|
2023
Q2 | $352K | Buy |
5,431
+1,046
| +24% | +$67.7K | 0.01% | 907 |
|
|
2023
Q1 | $202K | Sell |
4,385
-3,508
| -44% | -$161K | ﹤0.01% | 1090 |
|
|
2022
Q4 | $206K | Buy |
7,893
+427
| +6% | +$11.2K | ﹤0.01% | 1376 |
|
|
2022
Q3 | $261K | Buy |
+7,466
| New | +$261K | ﹤0.01% | 1258 |
|
|
2021
Q1 | – | Sell |
-1,122
| Closed | -$48K | – | 1282 |
|
|
2020
Q4 | $48K | Buy |
+1,122
| New | +$48K | ﹤0.01% | 514 |
|
|
2017
Q2 | – | Sell |
-17
| Closed | -$1K | – | 629 |
|
|
2017
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 525 |
|