Soltis Investment Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,201
| Closed | -$347K | – | 272 |
|
|
2022
Q4 | $347K | Hold |
9,201
| – | – | 0.05% | 192 |
|
|
2022
Q3 | $299K | Buy |
9,201
+25
| +0.3% | +$812 | 0.05% | 188 |
|
|
2022
Q2 | $325K | Buy |
9,176
+29
| +0.3% | +$1.03K | 0.05% | 186 |
|
|
2022
Q1 | $424K | Buy |
9,147
+20
| +0.2% | +$927 | 0.06% | 174 |
|
|
2021
Q4 | $400K | Sell |
9,127
-1,178
| -11% | -$51.6K | 0.06% | 182 |
|
|
2021
Q3 | $490K | Buy |
10,305
+1,000
| +11% | +$47.6K | 0.08% | 166 |
|
|
2021
Q2 | $487K | Hold |
9,305
| – | – | 0.08% | 168 |
|
|
2021
Q1 | $535K | Sell |
9,305
-60
| -0.6% | -$3.45K | 0.1% | 148 |
|
|
2020
Q4 | $405K | Sell |
9,365
-29,973
| -76% | -$1.3M | 0.08% | 163 |
|
|
2020
Q3 | $1.37M | Buy |
39,338
+23
| +0.1% | +$799 | 0.32% | 67 |
|
|
2020
Q2 | $1.36M | Buy |
39,315
+8,996
| +30% | +$311K | 0.35% | 49 |
|
|
2020
Q1 | $957K | Buy |
+30,319
| New | +$957K | 0.3% | 51 |
|