TCI Wealth Advisors’s United Airlines UAL Stock Holding History

TCI Wealth Advisors’s Portfolio UAL Stock Details UAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-133	Closed	-$5.89K	–	2107
2023 Q1	$5.89K	Sell	133 -426	-76%	-$18.9K	﹤0.01%	1417
2022 Q4	$21.1K	Buy	559 +2	+0.4%	+$75	﹤0.01%	681
2022 Q3	$18K	Buy	557 +8	+1%	+$259	﹤0.01%	716
2022 Q2	$19K	Buy	549 +3	+0.5%	+$104	﹤0.01%	670
2022 Q1	$25K	Sell	546 -163	-23%	-$7.46K	﹤0.01%	606
2021 Q4	$31K	Buy	709 +163	+30%	+$7.13K	﹤0.01%	533
2021 Q3	$26K	Hold	546	–	–	﹤0.01%	576
2021 Q2	$29K	Hold	546	–	–	﹤0.01%	502
2021 Q1	$31K	Hold	546	–	–	0.01%	458
2020 Q4	$24K	Sell	546 -54	-9%	-$2.37K	0.01%	441
2020 Q3	$21K	Hold	600	–	–	0.01%	429
2020 Q2	$21K	Buy	600 +418	+230%	+$14.6K	0.01%	426
2020 Q1	$6K	Sell	182 -15	-8%	-$495	﹤0.01%	682
2019 Q4	$17K	Buy	197 +15	+8%	+$1.29K	0.01%	585
2019 Q3	$16K	Hold	182	–	–	0.01%	530
2019 Q2	$16K	Hold	182	–	–	0.01%	518
2019 Q1	$15K	Buy	182 +13	+8%	+$1.07K	0.01%	551
2018 Q4	$14K	Buy	169 +6	+4%	+$497	0.01%	546
2018 Q3	$15K	Hold	163	–	–	0.01%	559
2018 Q2	$11K	Sell	163 -22	-12%	-$1.49K	﹤0.01%	629
2018 Q1	$13K	Buy	185 +26	+16%	+$1.83K	0.01%	574
2017 Q4	$11K	Hold	159	–	–	﹤0.01%	616
2017 Q3	$10K	Hold	159	–	–	﹤0.01%	605
2017 Q2	$12K	Hold	159	–	–	0.01%	562
2017 Q1	$11K	Hold	159	–	–	0.01%	571
2016 Q4	$12K	Hold	159	–	–	0.01%	594
2016 Q3	$8K	Hold	159	–	–	﹤0.01%	638
2016 Q2	$7K	Sell	159 -49	-24%	-$2.16K	﹤0.01%	659
2016 Q1	$12K	Buy	208 +49	+31%	+$2.83K	0.01%	547
2015 Q4	$9K	Hold	159	–	–	0.01%	617
2015 Q3	$8K	Hold	159	–	–	﹤0.01%	559
2015 Q2	$8K	Hold	159	–	–	﹤0.01%	565
2015 Q1	$11K	Hold	159	–	–	0.01%	447
2014 Q4	$11K	Hold	159	–	–	0.01%	439
2014 Q3	$7K	Hold	159	–	–	﹤0.01%	509
2014 Q2	$7K	Hold	159	–	–	﹤0.01%	531
2014 Q1	$7K	Hold	159	–	–	﹤0.01%	495
2013 Q4	$6K	Hold	159	–	–	﹤0.01%	524
2013 Q3	$5K	Hold	159	–	–	﹤0.01%	495
2013 Q2	$5K	Buy	+159	New	+$5K	﹤0.01%	465