SWA
Sutton Wealth Advisors’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.98K | Buy |
236
+35
| +17% | +$1.48K | ﹤0.01% | 469 |
|
|
2023
Q2 | $11K | Hold |
201
| – | – | 0.01% | 442 |
|
|
2023
Q1 | $8.89K | Sell |
201
-835
| -81% | -$36.9K | ﹤0.01% | 445 |
|
|
2022
Q4 | $39.1K | Sell |
1,036
-81
| -7% | -$3.05K | 0.01% | 464 |
|
|
2022
Q3 | $36.3K | Buy |
1,117
+81
| +8% | +$2.64K | 0.01% | 461 |
|
|
2022
Q2 | $36.7K | Sell |
1,036
-15
| -1% | -$531 | 0.01% | 464 |
|
|
2022
Q1 | $48.7K | Buy |
1,051
+19
| +2% | +$881 | 0.02% | 410 |
|
|
2021
Q4 | $45.2K | Hold |
1,032
| – | – | 0.02% | 448 |
|
|
2021
Q3 | $49.1K | Sell |
1,032
-21
| -2% | -$999 | 0.02% | 397 |
|
|
2021
Q2 | $55.1K | Hold |
1,053
| – | – | 0.02% | 386 |
|
|
2021
Q1 | $60.6K | Hold |
1,053
| – | – | 0.02% | 348 |
|
|
2020
Q4 | $45.5K | Sell |
1,053
-30
| -3% | -$1.3K | 0.02% | 381 |
|
|
2020
Q3 | $37.6K | Buy |
1,083
+21
| +2% | +$730 | 0.02% | 364 |
|
|
2020
Q2 | $36.8K | Buy |
1,062
+58
| +6% | +$2.01K | 0.02% | 374 |
|
|
2020
Q1 | $31.7K | Buy |
1,004
+142
| +16% | +$4.48K | 0.02% | 358 |
|
|
2019
Q4 | $75.9K | Hold |
862
| – | – | 0.04% | 244 |
|
|
2019
Q3 | $76.2K | Hold |
862
| – | – | 0.04% | 237 |
|
|
2019
Q2 | $75.5K | Sell |
862
-5
| -0.6% | -$438 | 0.04% | 234 |
|
|
2019
Q1 | $69.2K | Buy |
867
+5
| +0.6% | +$399 | 0.04% | 245 |
|
|
2018
Q4 | $72.2K | Hold |
862
| – | – | 0.05% | 231 |
|
|
2018
Q3 | $76.8K | Hold |
862
| – | – | 0.05% | 226 |
|
|
2018
Q2 | $60.1K | Hold |
862
| – | – | 0.04% | 247 |
|
|
2018
Q1 | $59.9K | Hold |
862
| – | – | 0.04% | 244 |
|
|
2017
Q4 | $58.1K | Hold |
862
| – | – | 0.04% | 248 |
|
|
2017
Q3 | $52.5K | Hold |
862
| – | – | 0.04% | 263 |
|
|
2017
Q2 | $64.9K | Hold |
862
| – | – | 0.05% | 229 |
|
|
2017
Q1 | $60.9K | Hold |
862
| – | – | 0.05% | 231 |
|
|
2016
Q4 | $62.8K | Hold |
862
| – | – | 0.06% | 229 |
|
|
2016
Q3 | $45.2K | Buy |
862
+19
| +2% | +$997 | 0.04% | 275 |
|
|
2016
Q2 | $34.6K | Hold |
843
| – | – | 0.03% | 305 |
|
|
2016
Q1 | $50.5K | Buy |
+843
| New | +$50.5K | 0.05% | 245 |
|