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Strategic Wealth Partners’s United Airlines UAL Stock Holding History

Strategic Wealth Partners’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-8,730
Closed -$456K – 243
2021
Q2 		$456K Sell
8,730
-61
-0.7% -$3.38K 0.15% 161
2021
Q1 		$506K Buy
+8,791
New +$429K 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% +$5.25K ﹤0.01% 590
2019
Q1 		$3K Hold
38
– – ﹤0.01% 711
2018
Q4 		$3K Buy
+38
New +$3.34K ﹤0.01% 626

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USGIU
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Geode Capital Management
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Fidelity Investments
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Newport Trust Company
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PCM
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