TCI Wealth Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-133
| Closed | -$5.89K | – | 2107 |
|
|
2023
Q1 | $5.89K | Sell |
133
-426
| -76% | -$20.4K | ﹤0.01% | 1417 |
|
|
2022
Q4 | $21.1K | Buy |
559
+2
| +0.4% | +$81 | ﹤0.01% | 681 |
|
|
2022
Q3 | $18K | Buy |
557
+8
| +1% | +$298 | ﹤0.01% | 716 |
|
|
2022
Q2 | $19K | Buy |
549
+3
| +0.5% | +$132 | ﹤0.01% | 671 |
|
|
2022
Q1 | $25K | Sell |
546
-163
| -23% | -$7.07K | ﹤0.01% | 606 |
|
|
2021
Q4 | $31K | Buy |
709
+163
| +30% | +$7.56K | ﹤0.01% | 533 |
|
|
2021
Q3 | $26K | Hold |
546
| – | – | ﹤0.01% | 591 |
|
|
2021
Q2 | $29K | Hold |
546
| – | – | 0.01% | 520 |
|
|
2021
Q1 | $31K | Hold |
546
| – | – | 0.01% | 476 |
|
|
2020
Q4 | $24K | Sell |
546
-54
| -9% | -$2.18K | 0.01% | 465 |
|
|
2020
Q3 | $21K | Hold |
600
| – | – | 0.01% | 446 |
|
|
2020
Q2 | $21K | Buy |
600
+418
| +230% | +$12.5K | 0.01% | 438 |
|
|
2020
Q1 | $6K | Sell |
182
-15
| -8% | -$992 | ﹤0.01% | 692 |
|
|
2019
Q4 | $17K | Buy |
197
+15
| +8% | +$1.35K | 0.01% | 589 |
|
|
2019
Q3 | $16K | Hold |
182
| – | – | 0.01% | 534 |
|
|
2019
Q2 | $16K | Hold |
182
| – | – | 0.01% | 522 |
|
|
2019
Q1 | $15K | Buy |
182
+13
| +8% | +$1.1K | 0.01% | 557 |
|
|
2018
Q4 | $14K | Buy |
169
+6
| +4% | +$527 | 0.01% | 554 |
|
|
2018
Q3 | $15K | Hold |
163
| – | – | 0.01% | 569 |
|
|
2018
Q2 | $11K | Sell |
163
-22
| -12% | -$1.53K | ﹤0.01% | 629 |
|
|
2018
Q1 | $13K | Buy |
185
+26
| +16% | +$1.8K | 0.01% | 577 |
|
|
2017
Q4 | $11K | Hold |
159
| – | – | ﹤0.01% | 616 |
|
|
2017
Q3 | $10K | Hold |
159
| – | – | ﹤0.01% | 606 |
|
|
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% | -$2.32K | ﹤0.01% | 659 |
|
|
2016
Q1 | $12K | Buy |
208
+49
| +31% | +$2.6K | 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% | 526 |
|
|
2013
Q3 | $5K | Hold |
159
| – | – | ﹤0.01% | 497 |
|
|
2013
Q2 | $5K | Buy |
+159
| New | +$5.06K | ﹤0.01% | 467 |
|
Other funds holding UAL
