Patten Group’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-250
| Closed | -$21K | – | 510 |
|
|
2018
Q4 | $21K | Hold |
250
| – | – | 0.01% | 367 |
|
|
2018
Q3 | $22K | Sell |
250
-50
| -17% | -$4.4K | 0.01% | 414 |
|
|
2018
Q2 | $21K | Hold |
300
| – | – | 0.01% | 403 |
|
|
2018
Q1 | $21K | Hold |
300
| – | – | 0.01% | 406 |
|
|
2017
Q4 | $20K | Hold |
300
| – | – | 0.01% | 434 |
|
|
2017
Q3 | $18K | Hold |
300
| – | – | 0.01% | 429 |
|
|
2017
Q2 | $21K | Hold |
300
| – | – | 0.01% | 422 |
|
|
2017
Q1 | $21K | Sell |
300
-100
| -25% | -$7K | 0.01% | 406 |
|
|
2016
Q4 | $30K | Hold |
400
| – | – | 0.01% | 360 |
|
|
2016
Q3 | $21.2K | Hold |
400
| – | – | 0.01% | 416 |
|
|
2016
Q2 | $16.4K | Hold |
400
| – | – | 0.01% | 424 |
|
|
2016
Q1 | $23.9K | Hold |
400
| – | – | 0.01% | 390 |
|
|
2015
Q4 | $22.9K | Hold |
400
| – | – | 0.01% | 409 |
|
|
2015
Q3 | $21.2K | Hold |
400
| – | – | 0.01% | 362 |
|
|
2015
Q2 | $21.2K | Buy |
+400
| New | +$21.2K | 0.01% | 374 |
|