Symphony Asset Management’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,575
| Closed | -$253K | – | 390 |
|
|
2017
Q1 | $253K | Sell |
3,575
-3,845
| -52% | -$272K | 0.02% | 362 |
|
|
2016
Q4 | $541K | Buy |
+7,420
| New | +$541K | 0.06% | 272 |
|
|
2015
Q4 | – | Sell |
-20,279
| Closed | -$1.08M | – | 454 |
|
|
2015
Q3 | $1.08M | Sell |
20,279
-893
| -4% | -$47.3K | 0.13% | 172 |
|
|
2015
Q2 | $1.12M | Sell |
21,172
-4,384
| -17% | -$232K | 0.14% | 164 |
|
|
2015
Q1 | $1.72M | Buy |
25,556
+9,592
| +60% | +$645K | 0.2% | 120 |
|
|
2014
Q4 | $1.07M | Buy |
+15,964
| New | +$1.07M | 0.13% | 159 |
|