Summit Financial Wealth Advisors’s United Airlines UAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q2
Sell
-5,000
Closed -$299K 154
2016
Q1
$299K Buy
5,000
+1,000
+25% +$59.8K 0.13% 108
2015
Q4
$229K Hold
4,000
0.1% 110
2015
Q3
$212K Buy
+4,000
New +$212K 0.14% 75