US Financial Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,790
| Closed | -$315K | – | 80 |
|
|
2022
Q1 | $315K | Hold |
6,790
| – | – | 0.15% | 52 |
|
|
2021
Q4 | $297K | Buy |
+6,790
| New | +$297K | 0.14% | 54 |
|
|
2016
Q2 | – | Sell |
-90
| Closed | -$5K | – | 370 |
|
|
2016
Q1 | $5K | Hold |
90
| – | – | 0.01% | 261 |
|
|
2015
Q4 | $5K | Hold |
90
| – | – | ﹤0.01% | 385 |
|
|
2015
Q3 | $5K | Hold |
90
| – | – | 0.01% | 308 |
|
|
2015
Q2 | $5K | Hold |
90
| – | – | ﹤0.01% | 289 |
|
|
2015
Q1 | $6K | Hold |
90
| – | – | 0.01% | 301 |
|
|
2014
Q4 | $6K | Buy |
+90
| New | +$6K | 0.01% | 278 |
|