Patriot Financial Group Insurance Agency’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15
| Closed | -$1K | – | 1846 |
|
|
2022
Q2 | $1K | Sell |
15
-53
| -78% | -$3.53K | ﹤0.01% | 1956 |
|
|
2022
Q1 | $3K | Sell |
68
-50
| -42% | -$2.21K | ﹤0.01% | 1802 |
|
|
2021
Q4 | $5K | Hold |
118
| – | – | ﹤0.01% | 1729 |
|
|
2021
Q3 | $6K | Buy |
118
+68
| +136% | +$3.46K | ﹤0.01% | 1661 |
|
|
2021
Q2 | $3K | Sell |
50
-2,500
| -98% | -$150K | ﹤0.01% | 1816 |
|
|
2021
Q1 | $147K | Sell |
2,550
-50
| -2% | -$2.88K | 0.03% | 461 |
|
|
2020
Q4 | $112K | Buy |
2,600
+2,500
| +2,500% | +$108K | 0.03% | 472 |
|
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1401 |
|
|
2020
Q2 | $3K | Sell |
100
-350
| -78% | -$10.5K | ﹤0.01% | 1335 |
|
|
2020
Q1 | $14K | Buy |
450
+50
| +13% | +$1.56K | 0.01% | 761 |
|
|
2019
Q4 | $35K | Hold |
400
| – | – | 0.01% | 558 |
|
|
2019
Q3 | $35K | Hold |
400
| – | – | 0.02% | 509 |
|
|
2019
Q2 | $36K | Hold |
400
| – | – | 0.02% | 497 |
|
|
2019
Q1 | $32K | Sell |
400
-4
| -1% | -$320 | 0.02% | 461 |
|
|
2018
Q4 | $34K | Buy |
404
+4
| +1% | +$337 | 0.02% | 382 |
|
|
2018
Q3 | $36K | Buy |
400
+100
| +33% | +$9K | 0.02% | 368 |
|
|
2018
Q2 | $21K | Hold |
300
| – | – | 0.02% | 287 |
|
|
2018
Q1 | $20K | Hold |
300
| – | – | 0.01% | 474 |
|
|
2017
Q4 | $21K | Hold |
300
| – | – | 0.02% | 448 |
|
|
2017
Q3 | $19K | Sell |
300
-150
| -33% | -$9.5K | 0.02% | 423 |
|
|
2017
Q2 | $35K | Sell |
450
-850
| -65% | -$66.1K | 0.04% | 306 |
|
|
2017
Q1 | $91K | Sell |
1,300
-925
| -42% | -$64.8K | 0.1% | 158 |
|
|
2016
Q4 | $167K | Buy |
+2,225
| New | +$167K | 0.23% | 97 |
|