West Family Investments’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-50,000
| Closed | -$2.88M | – | 378 |
|
|
2021
Q1 | $2.88M | Buy |
50,000
+40,000
| +400% | +$2.3M | 1.05% | 29 |
|
|
2020
Q4 | $433 | Buy |
+10,000
| New | +$433 | 0.13% | 85 |
|
|
2019
Q1 | – | Sell |
-25,000
| Closed | -$2.09M | – | 90 |
|
|
2018
Q4 | $2.09M | Sell |
25,000
-15,000
| -38% | -$1.26M | 0.54% | 43 |
|
|
2018
Q3 | $3.56M | Hold |
40,000
| – | – | 0.84% | 33 |
|
|
2018
Q2 | $2.79M | Hold |
40,000
| – | – | 0.69% | 39 |
|
|
2018
Q1 | $2.78M | Buy |
+40,000
| New | +$2.78M | 0.73% | 36 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 96 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 98 |
|