TRUE Private Wealth Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,480
| Closed | -$200K | – | 250 |
|
|
2021
Q1 | $200K | Sell |
3,480
-426
| -11% | -$24.5K | 0.03% | 225 |
|
|
2020
Q4 | $168K | Buy |
3,906
+3,756
| +2,504% | +$162K | 0.03% | 210 |
|
|
2020
Q3 | $5K | Buy |
150
+50
| +50% | +$1.67K | ﹤0.01% | 569 |
|
|
2020
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 604 |
|
|
2018
Q4 | – | Sell |
-48
| Closed | -$4.28K | – | 863 |
|
|
2018
Q3 | $4.28K | Buy |
+48
| New | +$4.28K | ﹤0.01% | 917 |
|