TFO Wealth 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
Q2 | – | Sell |
-7
| Closed | -$335 | – | 697 |
|
|
2024
Q1 | $335 | Hold |
7
| – | – | ﹤0.01% | 366 |
|
|
2023
Q4 | $289 | Hold |
7
| – | – | ﹤0.01% | 530 |
|
|
2023
Q3 | $384 | Hold |
7
| – | – | ﹤0.01% | 544 |
|
|
2023
Q2 | $384 | Hold |
7
| – | – | ﹤0.01% | 336 |
|
|
2023
Q1 | $310 | Sell |
7
-1
| -13% | -$44 | ﹤0.01% | 367 |
|
|
2022
Q4 | $324 | Sell |
8
-66
| -89% | -$2.67K | ﹤0.01% | 546 |
|
|
2022
Q3 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 125 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$5K | – | 183 |
|
|
2021
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 90 |
|
|
2020
Q4 | – | Sell |
-282
| Closed | -$10K | – | 163 |
|
|
2020
Q3 | $10K | Hold |
282
| – | – | ﹤0.01% | 80 |
|
|
2020
Q2 | $10K | Hold |
282
| – | – | ﹤0.01% | 92 |
|
|
2020
Q1 | $8K | Buy |
+282
| New | +$8K | ﹤0.01% | 97 |
|