Rockbridge Investment Management’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-78
| Closed | -$3.22K | – | 587 |
|
|
2023
Q4 | $3.22K | Buy |
+78
| New | +$3.22K | ﹤0.01% | 514 |
|
|
2022
Q3 | – | Sell |
-78
| Closed | -$2.76K | – | 553 |
|
|
2022
Q2 | $2.76K | Sell |
78
-250
| -76% | -$8.86K | ﹤0.01% | 512 |
|
|
2022
Q1 | $15K | Sell |
328
-1,350
| -80% | -$61.8K | ﹤0.01% | 443 |
|
|
2021
Q4 | $73K | Buy |
1,678
+6
| +0.4% | +$261 | 0.01% | 292 |
|
|
2021
Q3 | $80K | Sell |
1,672
-1,550
| -48% | -$74.2K | 0.01% | 258 |
|
|
2021
Q2 | $168K | Buy |
3,222
+1,104
| +52% | +$57.6K | 0.03% | 169 |
|
|
2021
Q1 | $122K | Buy |
2,118
+2,000
| +1,695% | +$115K | 0.02% | 188 |
|
|
2020
Q4 | $5K | Hold |
118
| – | – | ﹤0.01% | 575 |
|
|
2020
Q3 | $4K | Buy |
118
+73
| +162% | +$2.48K | ﹤0.01% | 546 |
|
|
2020
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 575 |
|