Steel Grove Capital Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-20,100
| Closed | -$1.05M | – | 156 |
|
|
2021
Q2 | $1.05M | Hold |
20,100
| – | – | 0.29% | 66 |
|
|
2021
Q1 | $1.16M | Sell |
20,100
-4,907
| -20% | -$282K | 0.38% | 63 |
|
|
2020
Q4 | $1.08M | Sell |
25,007
-7,376
| -23% | -$319K | 0.35% | 64 |
|
|
2020
Q3 | $1.13M | Hold |
32,383
| – | – | 0.46% | 54 |
|
|
2020
Q2 | $1.12M | Buy |
+32,383
| New | +$1.12M | 0.5% | 59 |
|