Reilly Financial Advisors’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 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 905 |
|
2019
Q1 | – | Sell |
-55
| Closed | -$5K | – | 998 |
|
2018
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 762 |
|
2018
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 836 |
|
2018
Q2 | $4K | Hold |
55
| – | – | ﹤0.01% | 857 |
|
2018
Q1 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 822 |
|
2014
Q4 | – | Sell |
-103
| Closed | -$5K | – | 868 |
|
2014
Q3 | $5K | Hold |
103
| – | – | ﹤0.01% | 643 |
|
2014
Q2 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 715 |
|
2013
Q4 | – | Sell |
-500
| Closed | -$15K | – | 864 |
|
2013
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 395 |
|
2013
Q2 | $16K | Buy |
+500
| New | +$16K | ﹤0.01% | 389 |
|