Walled Lake Planning & Wealth Management’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 |
-190
| Closed | -$9K | – | 295 |
|
|
2021
Q3 | $9K | Hold |
190
| – | – | 0.01% | 265 |
|
|
2021
Q2 | $10K | Hold |
190
| – | – | 0.01% | 243 |
|
|
2021
Q1 | $11K | Hold |
190
| – | – | 0.01% | 232 |
|
|
2020
Q4 | $8K | Hold |
190
| – | – | 0.01% | 228 |
|
|
2020
Q3 | $7K | Hold |
190
| – | – | 0.01% | 241 |
|
|
2020
Q2 | $7K | Hold |
190
| – | – | 0.01% | 231 |
|
|
2020
Q1 | $6K | Hold |
190
| – | – | 0.01% | 224 |
|
|
2019
Q4 | $17K | Buy |
+190
| New | +$17K | 0.01% | 170 |
|