Ropes Wealth Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-21
| Closed | -$1K | – | 666 |
|
|
2020
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 559 |
|
|
2017
Q4 | – | Sell |
-1,100
| Closed | -$67K | – | 818 |
|
|
2017
Q3 | $67K | Hold |
1,100
| – | – | 0.02% | 297 |
|
|
2017
Q2 | $83K | Hold |
1,100
| – | – | 0.02% | 278 |
|
|
2017
Q1 | $78K | Buy |
+1,100
| New | +$78K | 0.02% | 284 |
|