Sterling Investment Advisors (Pennsylvania)’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-700
| Closed | -$40K | – | 572 |
|
|
2021
Q1 | $40K | Hold |
700
| – | – | 0.01% | 256 |
|
|
2020
Q4 | $30K | Hold |
700
| – | – | 0.01% | 272 |
|
|
2020
Q3 | $24K | Hold |
700
| – | – | 0.01% | 270 |
|
|
2020
Q2 | $24K | Sell |
700
-350
| -33% | -$12K | 0.01% | 279 |
|
|
2020
Q1 | $33K | Buy |
+1,050
| New | +$33K | 0.02% | 222 |
|