Security National Trust’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-83
| Closed | -$7K | – | 378 |
|
|
2019
Q1 | $7K | Sell |
83
-75
| -47% | -$6.33K | ﹤0.01% | 348 |
|
|
2018
Q4 | $13K | Hold |
158
| – | – | ﹤0.01% | 307 |
|
|
2018
Q3 | $14K | Sell |
158
-111
| -41% | -$9.84K | ﹤0.01% | 320 |
|
|
2018
Q2 | $19K | Hold |
269
| – | – | 0.01% | 311 |
|
|
2018
Q1 | $19K | Sell |
269
-197
| -42% | -$13.9K | 0.01% | 307 |
|
|
2017
Q4 | $31K | Hold |
466
| – | – | 0.01% | 283 |
|
|
2017
Q3 | $28K | Hold |
466
| – | – | 0.01% | 292 |
|
|
2017
Q2 | $35K | Hold |
466
| – | – | 0.01% | 302 |
|
|
2017
Q1 | $33K | Hold |
466
| – | – | 0.01% | 300 |
|
|
2016
Q4 | $34K | Hold |
466
| – | – | 0.01% | 301 |
|
|
2016
Q3 | $24K | Hold |
466
| – | – | 0.01% | 329 |
|
|
2016
Q2 | $19K | Hold |
466
| – | – | 0.01% | 334 |
|
|
2016
Q1 | $28K | Hold |
466
| – | – | 0.01% | 312 |
|
|
2015
Q4 | $27K | Hold |
466
| – | – | 0.01% | 307 |
|
|
2015
Q3 | $25K | Hold |
466
| – | – | 0.01% | 317 |
|
|
2015
Q2 | $25K | Hold |
466
| – | – | 0.01% | 327 |
|
|
2015
Q1 | $31K | Hold |
466
| – | – | 0.01% | 320 |
|
|
2014
Q4 | $31K | Buy |
+466
| New | +$31K | 0.01% | 311 |
|