Verdence Capital Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,846
| Closed | -$252K | – | 337 |
|
|
2019
Q3 | $252K | Sell |
2,846
-956
| -25% | -$84.6K | 0.07% | 252 |
|
|
2019
Q2 | $333K | Sell |
3,802
-53
| -1% | -$4.64K | 0.1% | 208 |
|
|
2019
Q1 | $308K | Sell |
3,855
-114
| -3% | -$9.11K | 0.08% | 202 |
|
|
2018
Q4 | $332K | Buy |
3,969
+861
| +28% | +$72K | 0.09% | 180 |
|
|
2018
Q3 | $277K | Sell |
3,108
-255
| -8% | -$22.7K | 0.07% | 215 |
|
|
2018
Q2 | $235K | Sell |
3,363
-1,568
| -32% | -$110K | 0.06% | 246 |
|
|
2018
Q1 | $343K | Buy |
+4,931
| New | +$343K | 0.08% | 205 |
|