WFG Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1503 |
|
|
2017
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1433 |
|
|
2016
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1506 |
|
|
2016
Q3 | $1K | Sell |
15
-11
| -42% | -$733 | ﹤0.01% | 1499 |
|
|
2016
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1490 |
|
|
2016
Q1 | $2K | Buy |
26
+11
| +73% | +$846 | ﹤0.01% | 1353 |
|
|
2015
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1489 |
|
|
2015
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1522 |
|
|
2015
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1586 |
|
|
2015
Q1 | $1K | Sell |
15
-32
| -68% | -$2.13K | ﹤0.01% | 1653 |
|
|
2014
Q4 | $3K | Hold |
47
| – | – | ﹤0.01% | 1783 |
|
|
2014
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 1881 |
|
|
2014
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 1822 |
|
|
2014
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 1811 |
|
|
2013
Q4 | $2K | Sell |
47
-285
| -86% | -$12.1K | ﹤0.01% | 1991 |
|
|
2013
Q3 | $10K | Buy |
332
+300
| +938% | +$9.04K | ﹤0.01% | 1532 |
|
|
2013
Q2 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1992 |
|