Sweet Financial Partners’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $544K | Sell |
9,542
-6
| -0.1% | -$342 | 0.12% | 122 |
|
|
2024
Q2 | $465K | Sell |
9,548
-355
| -4% | -$17.3K | 0.11% | 124 |
|
|
2024
Q1 | $474K | Sell |
9,903
-3
| -0% | -$144 | 0.11% | 129 |
|
|
2023
Q4 | $409K | Sell |
9,906
-2
| -0% | -$83 | 0.1% | 134 |
|
|
2023
Q3 | $419K | Hold |
9,908
| – | – | 0.11% | 117 |
|
|
2023
Q2 | $544K | Buy |
9,908
+352
| +4% | +$19.3K | 0.14% | 99 |
|
|
2023
Q1 | $423K | Sell |
9,556
-3,225
| -25% | -$143K | 0.12% | 113 |
|
|
2022
Q4 | $482K | Buy |
12,781
+34
| +0.3% | +$1.28K | 0.14% | 106 |
|
|
2022
Q3 | $415K | Sell |
12,747
-30
| -0.2% | -$977 | 0.13% | 102 |
|
|
2022
Q2 | $453K | Sell |
12,777
-915
| -7% | -$32.4K | 0.14% | 94 |
|
|
2022
Q1 | $635K | Buy |
13,692
+2,955
| +28% | +$137K | 0.17% | 77 |
|
|
2021
Q4 | $470K | Buy |
+10,737
| New | +$470K | 0.2% | 73 |
|