Strategic Wealth Partners’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 |
-8,730
| Closed | -$456K | – | 243 |
|
|
2021
Q2 | $456K | Sell |
8,730
-61
| -0.7% | -$3.19K | 0.15% | 161 |
|
|
2021
Q1 | $506K | Buy |
+8,791
| New | +$506K | 0.2% | 121 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$8 | – | 479 |
|
|
2019
Q3 | $8 | Hold |
100
| – | – | ﹤0.01% | 597 |
|
|
2019
Q2 | $8K | Buy |
100
+62
| +163% | +$4.96K | ﹤0.01% | 590 |
|
|
2019
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 711 |
|
|
2018
Q4 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 626 |
|