Tradition Wealth Management’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-110
| Closed | -$5K | – | 1133 |
|
|
2023
Q4 | $5K | Buy |
110
+5
| +5% | +$227 | ﹤0.01% | 1160 |
|
|
2023
Q3 | $4K | Hold |
105
| – | – | ﹤0.01% | 1260 |
|
|
2023
Q2 | $6K | Hold |
105
| – | – | ﹤0.01% | 1176 |
|
|
2023
Q1 | $5K | Buy |
+105
| New | +$5K | ﹤0.01% | 1165 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$14K | – | 1214 |
|
|
2022
Q2 | $14K | Hold |
400
| – | – | ﹤0.01% | 743 |
|
|
2022
Q1 | $19K | Sell |
400
-3,450
| -90% | -$164K | ﹤0.01% | 733 |
|
|
2021
Q4 | $169K | Sell |
3,850
-120
| -3% | -$5.27K | 0.02% | 327 |
|
|
2021
Q3 | $189K | Hold |
3,970
| – | – | 0.03% | 284 |
|
|
2021
Q2 | $208K | Hold |
3,970
| – | – | 0.03% | 280 |
|
|
2021
Q1 | $228K | Buy |
3,970
+1,630
| +70% | +$93.6K | 0.04% | 233 |
|
|
2020
Q4 | $101K | Buy |
+2,340
| New | +$101K | 0.02% | 308 |
|