Wealthspire Advisors (Maryland)’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,068
| Closed | -$85K | – | 1971 |
|
|
2019
Q1 | $85K | Sell |
1,068
-49
| -4% | -$3.9K | 0.01% | 700 |
|
|
2018
Q4 | $94K | Sell |
1,117
-2
| -0.2% | -$168 | 0.01% | 625 |
|
|
2018
Q3 | $100K | Sell |
1,119
-13
| -1% | -$1.16K | 0.01% | 684 |
|
|
2018
Q2 | $79K | Sell |
1,132
-45
| -4% | -$3.14K | 0.01% | 801 |
|
|
2018
Q1 | $82K | Sell |
1,177
-209
| -15% | -$14.6K | 0.01% | 787 |
|
|
2017
Q4 | $93K | Buy |
1,386
+339
| +32% | +$22.7K | 0.01% | 739 |
|
|
2017
Q3 | $64K | Sell |
1,047
-133
| -11% | -$8.13K | 0.01% | 883 |
|
|
2017
Q2 | $89K | Sell |
1,180
-59
| -5% | -$4.45K | 0.01% | 736 |
|
|
2017
Q1 | $88K | Sell |
1,239
-366
| -23% | -$26K | 0.01% | 647 |
|
|
2016
Q4 | $117K | Buy |
1,605
+719
| +81% | +$52.4K | 0.02% | 528 |
|
|
2016
Q3 | $46K | Buy |
886
+421
| +91% | +$21.9K | 0.01% | 800 |
|
|
2016
Q2 | $19K | Buy |
465
+253
| +119% | +$10.3K | ﹤0.01% | 1013 |
|
|
2016
Q1 | $13K | Sell |
212
-96
| -31% | -$5.89K | ﹤0.01% | 1126 |
|
|
2015
Q4 | $18K | Buy |
+308
| New | +$18K | ﹤0.01% | 1004 |
|