Wealthspire Advisors (New York)’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-22,830
| Closed | -$1.01M | – | 572 |
|
|
2023
Q1 | $1.01M | Sell |
22,830
-5,245
| -19% | -$232K | 0.02% | 239 |
|
|
2022
Q4 | $1.06M | Sell |
28,075
-1,610
| -5% | -$60.7K | 0.02% | 251 |
|
|
2022
Q3 | $966K | Buy |
29,685
+5,870
| +25% | +$191K | 0.02% | 229 |
|
|
2022
Q2 | $844K | Buy |
+23,815
| New | +$844K | 0.02% | 231 |
|
|
2019
Q1 | – | Sell |
-131
| Closed | -$11K | – | 742 |
|
|
2018
Q4 | $11K | Buy |
+131
| New | +$11K | ﹤0.01% | 484 |
|