Welch Capital Partners’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-91,200
| Closed | -$5.55M | – | 44 |
|
|
2017
Q3 | $5.55M | Buy |
91,200
+18,690
| +26% | +$1.14M | 1.87% | 27 |
|
|
2017
Q2 | $5.46M | Buy |
72,510
+200
| +0.3% | +$15K | 1.81% | 29 |
|
|
2017
Q1 | $5.11M | Sell |
72,310
-1,400
| -2% | -$98.9K | 1.69% | 28 |
|
|
2016
Q4 | $5.37M | Sell |
73,710
-28,180
| -28% | -$2.05M | 1.82% | 24 |
|
|
2016
Q3 | $5.35M | Buy |
+101,890
| New | +$5.35M | 1.74% | 31 |
|