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 |
|