Waverly Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,135
| Closed | -$147K | – | 666 |
|
|
2014
Q3 | $147K | Hold |
3,135
| – | – | 0.08% | 106 |
|
|
2014
Q2 | $129K | Hold |
3,135
| – | – | 0.05% | 123 |
|
|
2014
Q1 | $140K | Sell |
3,135
-282
| -8% | -$12.6K | 0.06% | 118 |
|
|
2013
Q4 | $129K | Buy |
3,417
+3,135
| +1,112% | +$118K | 0.05% | 193 |
|
|
2013
Q3 | $9K | Buy |
+282
| New | +$9K | ﹤0.01% | 453 |
|