Veritable’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,249
| Closed | -$202K | – | 929 |
|
|
2021
Q3 | $202K | Buy |
4,249
+157
| +4% | +$7.4K | ﹤0.01% | 851 |
|
|
2021
Q2 | $214K | Buy |
4,092
+101
| +3% | +$5.6K | ﹤0.01% | 825 |
|
|
2021
Q1 | $230K | Buy |
+3,991
| New | +$195K | ﹤0.01% | 743 |
|
|
2020
Q1 | – | Sell |
-6,567
| Closed | -$578K | – | 821 |
|
|
2019
Q4 | $578K | Buy |
6,567
+91
| +1% | +$8.17K | 0.01% | 496 |
|
|
2019
Q3 | $573K | Sell |
6,476
-877
| -12% | -$77.5K | 0.01% | 476 |
|
|
2019
Q2 | $644K | Buy |
7,353
+95
| +1% | +$8.04K | 0.01% | 450 |
|
|
2019
Q1 | $579K | Buy |
7,258
+83
| +1% | +$7K | 0.01% | 464 |
|
|
2018
Q4 | $601K | Buy |
7,175
+240
| +3% | +$21.1K | 0.01% | 426 |
|
|
2018
Q3 | $618K | Sell |
6,935
-161
| -2% | -$13.3K | 0.01% | 450 |
|
|
2018
Q2 | $495K | Buy |
7,096
+26
| +0.4% | +$1.81K | 0.01% | 506 |
|
|
2018
Q1 | $491K | Sell |
7,070
-955
| -12% | -$66K | 0.01% | 504 |
|
|
2017
Q4 | $541K | Buy |
8,025
+94
| +1% | +$5.86K | 0.01% | 495 |
|
|
2017
Q3 | $483K | Sell |
7,931
-1,364
| -15% | -$90.9K | 0.01% | 501 |
|
|
2017
Q2 | $699K | Buy |
9,295
+1,135
| +14% | +$85.7K | 0.02% | 433 |
|
|
2017
Q1 | $576K | Buy |
8,160
+71
| +0.9% | +$5.13K | 0.01% | 455 |
|
|
2016
Q4 | $590K | Buy |
+8,089
| New | +$515K | 0.01% | 434 |
|
|
2016
Q1 | – | Sell |
-3,590
| Closed | -$206K | – | 751 |
|
|
2015
Q4 | $206K | Buy |
+3,590
| New | +$207K | 0.01% | 683 |
|
|
2015
Q2 | – | Sell |
-142,749
| Closed | -$9.6M | – | 873 |
|
|
2015
Q1 | $9.6M | Buy |
142,749
+38
| +0% | +$2.58K | 0.2% | 83 |
|
|
2014
Q4 | $9.55M | Hold |
142,711
| – | – | 0.2% | 91 |
|
|
2014
Q3 | $6.68M | Sell |
142,711
-40,289
| -22% | -$1.87M | 0.14% | 116 |
|
|
2014
Q2 | $7.52M | Buy |
183,000
+61,960
| +51% | +$2.67M | 0.16% | 106 |
|
|
2014
Q1 | $5.4M | Sell |
121,040
-22,581
| -16% | -$1.02M | 0.12% | 135 |
|
|
2013
Q4 | $5.43M | Sell |
143,621
-12,880
| -8% | -$451K | 0.12% | 132 |
|
|
2013
Q3 | $4.81M | Sell |
156,501
-10,420
| -6% | -$335K | 0.11% | 138 |
|
|
2013
Q2 | $5.22M | Buy |
+166,921
| New | +$5.31M | 0.13% | 127 |
|
Other funds holding UAL
USGIU
