Veritable’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,249
| Closed | -$202K | – | 924 |
|
|
2021
Q3 | $202K | Buy |
4,249
+157
| +4% | +$7.46K | ﹤0.01% | 846 |
|
|
2021
Q2 | $214K | Buy |
4,092
+101
| +3% | +$5.28K | ﹤0.01% | 820 |
|
|
2021
Q1 | $230K | Buy |
+3,991
| New | +$230K | ﹤0.01% | 741 |
|
|
2020
Q1 | – | Sell |
-6,567
| Closed | -$578K | – | 815 |
|
|
2019
Q4 | $578K | Buy |
6,567
+91
| +1% | +$8.01K | 0.01% | 495 |
|
|
2019
Q3 | $573K | Sell |
6,476
-877
| -12% | -$77.6K | 0.01% | 475 |
|
|
2019
Q2 | $644K | Buy |
7,353
+95
| +1% | +$8.32K | 0.01% | 449 |
|
|
2019
Q1 | $579K | Buy |
7,258
+83
| +1% | +$6.62K | 0.01% | 462 |
|
|
2018
Q4 | $601K | Buy |
7,175
+240
| +3% | +$20.1K | 0.01% | 421 |
|
|
2018
Q3 | $618K | Sell |
6,935
-161
| -2% | -$14.3K | 0.01% | 443 |
|
|
2018
Q2 | $495K | Buy |
7,096
+26
| +0.4% | +$1.81K | 0.01% | 499 |
|
|
2018
Q1 | $491K | Sell |
7,070
-955
| -12% | -$66.3K | 0.01% | 497 |
|
|
2017
Q4 | $541K | Buy |
8,025
+94
| +1% | +$6.34K | 0.01% | 490 |
|
|
2017
Q3 | $483K | Sell |
7,931
-1,364
| -15% | -$83.1K | 0.01% | 496 |
|
|
2017
Q2 | $699K | Buy |
9,295
+1,135
| +14% | +$85.4K | 0.02% | 429 |
|
|
2017
Q1 | $576K | Buy |
8,160
+71
| +0.9% | +$5.01K | 0.01% | 453 |
|
|
2016
Q4 | $590K | Buy |
+8,089
| New | +$590K | 0.01% | 432 |
|
|
2016
Q1 | – | Sell |
-3,590
| Closed | -$206K | – | 746 |
|
|
2015
Q4 | $206K | Buy |
+3,590
| New | +$206K | 0.01% | 679 |
|
|
2015
Q2 | – | Sell |
-142,749
| Closed | -$9.6M | – | 867 |
|
|
2015
Q1 | $9.6M | Buy |
142,749
+38
| +0% | +$2.56K | 0.2% | 83 |
|
|
2014
Q4 | $9.55M | Hold |
142,711
| – | – | 0.2% | 91 |
|
|
2014
Q3 | $6.68M | Sell |
142,711
-40,289
| -22% | -$1.88M | 0.14% | 116 |
|
|
2014
Q2 | $7.52M | Buy |
183,000
+61,960
| +51% | +$2.54M | 0.16% | 106 |
|
|
2014
Q1 | $5.4M | Sell |
121,040
-22,581
| -16% | -$1.01M | 0.12% | 133 |
|
|
2013
Q4 | $5.43M | Sell |
143,621
-12,880
| -8% | -$487K | 0.12% | 131 |
|
|
2013
Q3 | $4.81M | Sell |
156,501
-10,420
| -6% | -$320K | 0.11% | 135 |
|
|
2013
Q2 | $5.22M | Buy |
+166,921
| New | +$5.22M | 0.13% | 124 |
|