Point View Wealth Management’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $226K | Buy |
+5,234
| New | +$226K | 0.09% | 239 |
|
|
2020
Q2 | – | Sell |
-6,793
| Closed | -$214K | – | 264 |
|
|
2020
Q1 | $214K | Buy |
6,793
+100
| +1% | +$3.15K | 0.12% | 212 |
|
|
2019
Q4 | $590K | Buy |
6,693
+105
| +2% | +$9.26K | 0.24% | 134 |
|
|
2019
Q3 | $582K | Buy |
6,588
+228
| +4% | +$20.1K | 0.26% | 124 |
|
|
2019
Q2 | $557K | Hold |
6,360
| – | – | 0.24% | 138 |
|
|
2019
Q1 | $507K | Sell |
6,360
-26
| -0.4% | -$2.07K | 0.23% | 138 |
|
|
2018
Q4 | $535K | Hold |
6,386
| – | – | 0.27% | 125 |
|
|
2018
Q3 | $569K | Sell |
6,386
-133
| -2% | -$11.9K | 0.25% | 131 |
|
|
2018
Q2 | $455K | Sell |
6,519
-317
| -5% | -$22.1K | 0.21% | 150 |
|
|
2018
Q1 | $475K | Hold |
6,836
| – | – | 0.23% | 143 |
|
|
2017
Q4 | $461K | Hold |
6,836
| – | – | 0.22% | 146 |
|
|
2017
Q3 | $417K | Sell |
6,836
-175
| -2% | -$10.7K | 0.2% | 156 |
|
|
2017
Q2 | $528K | Hold |
7,011
| – | – | 0.26% | 133 |
|
|
2017
Q1 | $495K | Buy |
7,011
+442
| +7% | +$31.2K | 0.26% | 139 |
|
|
2016
Q4 | $479K | Hold |
6,569
| – | – | 0.28% | 127 |
|
|
2016
Q3 | $345K | Hold |
6,569
| – | – | 0.2% | 153 |
|
|
2016
Q2 | $270K | Hold |
6,569
| – | – | 0.16% | 178 |
|
|
2016
Q1 | $393K | Hold |
6,569
| – | – | 0.25% | 129 |
|
|
2015
Q4 | $376K | Hold |
6,569
| – | – | 0.27% | 127 |
|
|
2015
Q3 | $348K | Sell |
6,569
-49
| -0.7% | -$2.6K | 0.28% | 120 |
|
|
2015
Q2 | $351K | Buy |
6,618
+49
| +0.7% | +$2.6K | 0.27% | 126 |
|
|
2015
Q1 | $442K | Sell |
6,569
-323
| -5% | -$21.7K | 0.34% | 105 |
|
|
2014
Q4 | $461K | Sell |
6,892
-557
| -7% | -$37.3K | 0.34% | 97 |
|
|
2014
Q3 | $349K | Sell |
7,449
-743
| -9% | -$34.8K | 0.3% | 124 |
|
|
2014
Q2 | $336K | Buy |
8,192
+52
| +0.6% | +$2.13K | 0.29% | 122 |
|
|
2014
Q1 | $363K | Sell |
8,140
-71
| -0.9% | -$3.17K | 0.33% | 109 |
|
|
2013
Q4 | $311K | Buy |
+8,211
| New | +$311K | 0.3% | 119 |
|