Shaker Investments’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-57,098
| Closed | -$2.42M | – | 91 |
|
|
2023
Q3 | $2.42M | Sell |
57,098
-436
| -0.8% | -$18.4K | 1.33% | 29 |
|
|
2023
Q2 | $3.16M | Buy |
+57,534
| New | +$3.16M | 1.61% | 20 |
|
|
2016
Q1 | – | Sell |
-14,840
| Closed | -$850K | – | 77 |
|
|
2015
Q4 | $850K | Sell |
14,840
-9,360
| -39% | -$536K | 0.7% | 40 |
|
|
2015
Q3 | $1.28M | Sell |
24,200
-2,490
| -9% | -$132K | 1.01% | 25 |
|
|
2015
Q2 | $1.42M | Sell |
26,690
-8,930
| -25% | -$473K | 0.99% | 27 |
|
|
2015
Q1 | $2.4M | Sell |
35,620
-14,450
| -29% | -$972K | 1.6% | 17 |
|
|
2014
Q4 | $3.35M | Buy |
50,070
+9,000
| +22% | +$602K | 2.26% | 12 |
|
|
2014
Q3 | $1.92M | Sell |
41,070
-190
| -0.5% | -$8.89K | 1.31% | 26 |
|
|
2014
Q2 | $1.7M | Sell |
41,260
-32,040
| -44% | -$1.32M | 1.1% | 30 |
|
|
2014
Q1 | $3.27M | Buy |
+73,300
| New | +$3.27M | 2.02% | 17 |
|