Sigma Planning Corp’s United Airlines UAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,519
Closed -$248K 1296
2023
Q2
$248K Sell
4,519
-977
-18% -$53.6K 0.01% 1009
2023
Q1
$243K Buy
+5,496
New +$243K 0.01% 1093
2022
Q2
Sell
-6,358
Closed -$295K 1415
2022
Q1
$295K Sell
6,358
-1,860
-23% -$86.3K 0.01% 1054
2021
Q4
$360K Sell
8,218
-5,993
-42% -$263K 0.01% 984
2021
Q3
$676K Sell
14,211
-1,465
-9% -$69.7K 0.02% 683
2021
Q2
$820K Buy
15,676
+120
+0.8% +$6.28K 0.02% 620
2021
Q1
$895K Buy
15,556
+727
+5% +$41.8K 0.03% 542
2020
Q4
$641K Buy
14,829
+583
+4% +$25.2K 0.02% 587
2020
Q3
$495K Sell
14,246
-393
-3% -$13.7K 0.02% 608
2020
Q2
$507K Buy
+14,639
New +$507K 0.02% 583