Simplicity Solutions’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $346K | Sell |
8,376
-1,007
| -11% | -$41.5K | 0.01% | 790 |
|
|
2023
Q3 | $397K | Sell |
9,383
-1,284
| -12% | -$54.3K | 0.01% | 668 |
|
|
2023
Q2 | $585K | Sell |
10,667
-4,966
| -32% | -$272K | 0.02% | 617 |
|
|
2023
Q1 | $692K | Buy |
+15,633
| New | +$692K | 0.02% | 597 |
|
|
2021
Q1 | – | Sell |
-64,319
| Closed | -$2.78M | – | 932 |
|
|
2020
Q4 | $2.78M | Buy |
64,319
+3,291
| +5% | +$142K | 0.04% | 318 |
|
|
2020
Q3 | $2.12M | Buy |
61,028
+23,598
| +63% | +$820K | 0.04% | 318 |
|
|
2020
Q2 | $1.3M | Buy |
37,430
+27,312
| +270% | +$945K | 0.03% | 400 |
|
|
2020
Q1 | $319K | Buy |
10,118
+1,940
| +24% | +$61.2K | 0.01% | 600 |
|
|
2019
Q4 | $720K | Buy |
8,178
+2,321
| +40% | +$204K | 0.02% | 459 |
|
|
2019
Q3 | $518K | Buy |
5,857
+987
| +20% | +$87.3K | 0.02% | 409 |
|
|
2019
Q2 | $426K | Buy |
+4,870
| New | +$426K | 0.02% | 397 |
|
|
2016
Q1 | – | Sell |
-7,380
| Closed | -$423K | – | 500 |
|
|
2015
Q4 | $423K | Buy |
+7,380
| New | +$423K | 0.05% | 482 |
|