Waddell & Reed Financial’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-130,000
| Closed | -$6.9M | – | 640 |
|
|
2015
Q3 | $6.9M | Buy |
+130,000
| New | +$6.9M | 0.01% | 458 |
|
|
2014
Q2 | – | Sell |
-275,000
| Closed | -$12.3M | – | 557 |
|
|
2014
Q1 | $12.3M | Buy |
275,000
+25,000
| +10% | +$1.12M | 0.02% | 394 |
|
|
2013
Q4 | $9.46M | Buy |
250,000
+150,000
| +150% | +$5.67M | 0.02% | 428 |
|
|
2013
Q3 | $3.07M | Buy |
+100,000
| New | +$3.07M | 0.01% | 517 |
|