Sun Life Financial’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 |
-183
| Closed | -$11K | – | 457 |
|
|
2021
Q1 | $11K | Buy |
183
+9
| +5% | +$541 | ﹤0.01% | 385 |
|
|
2020
Q4 | $8K | Buy |
174
+2
| +1% | +$92 | ﹤0.01% | 418 |
|
|
2020
Q3 | $6K | Buy |
172
+24
| +16% | +$837 | ﹤0.01% | 436 |
|
|
2020
Q2 | $5K | Buy |
148
+29
| +24% | +$980 | ﹤0.01% | 406 |
|
|
2020
Q1 | $4K | Sell |
119
-11
| -8% | -$370 | ﹤0.01% | 410 |
|
|
2019
Q4 | $11K | Sell |
130
-51
| -28% | -$4.32K | ﹤0.01% | 306 |
|
|
2019
Q3 | $16K | Hold |
181
| – | – | ﹤0.01% | 433 |
|
|
2019
Q2 | $16K | Sell |
181
-199
| -52% | -$17.6K | ﹤0.01% | 432 |
|
|
2019
Q1 | $30K | Sell |
380
-255
| -40% | -$20.1K | 0.01% | 428 |
|
|
2018
Q4 | $53K | Buy |
635
+3
| +0.5% | +$250 | 0.01% | 381 |
|
|
2018
Q3 | $56K | Sell |
632
-8
| -1% | -$709 | 0.01% | 416 |
|
|
2018
Q2 | $45K | Buy |
640
+563
| +731% | +$39.6K | 0.01% | 448 |
|
|
2018
Q1 | $1.11K | Sell |
77
-474
| -86% | -$6.8K | 0.01% | 316 |
|
|
2017
Q4 | $37K | Sell |
551
-1,346
| -71% | -$90.4K | ﹤0.01% | 314 |
|
|
2017
Q3 | $115K | Sell |
1,897
-165
| -8% | -$10K | 0.01% | 317 |
|
|
2017
Q2 | $155K | Buy |
2,062
+2,051
| +18,645% | +$154K | 0.02% | 265 |
|
|
2017
Q1 | $155 | Hold |
11
| – | – | ﹤0.01% | 319 |
|
|
2016
Q4 | $156 | Buy |
+11
| New | +$156 | ﹤0.01% | 268 |
|