Winslow Evans & Crocker’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $94K | Sell |
2,165
-147
| -6% | -$6.38K | 0.02% | 451 |
|
|
2020
Q3 | $80K | Sell |
2,312
-184
| -7% | -$6.37K | 0.02% | 385 |
|
|
2020
Q2 | $86K | Buy |
2,496
+498
| +25% | +$17.2K | 0.02% | 379 |
|
|
2020
Q1 | $66K | Buy |
1,998
+800
| +67% | +$26.4K | 0.02% | 389 |
|
|
2019
Q4 | $108K | Sell |
1,198
-60
| -5% | -$5.41K | 0.03% | 385 |
|
|
2019
Q3 | $112K | Sell |
1,258
-900
| -42% | -$80.1K | 0.03% | 378 |
|
|
2019
Q2 | $192K | Hold |
2,158
| – | – | 0.05% | 292 |
|
|
2019
Q1 | $174K | Buy |
2,158
+524
| +32% | +$42.3K | 0.05% | 297 |
|
|
2018
Q4 | $138K | Hold |
1,634
| – | – | 0.05% | 304 |
|
|
2018
Q3 | $148K | Hold |
1,634
| – | – | 0.04% | 308 |
|
|
2018
Q2 | $116K | Hold |
1,634
| – | – | 0.04% | 346 |
|
|
2018
Q1 | $113K | Buy |
1,634
+1,000
| +158% | +$69.4K | 0.04% | 334 |
|
|
2017
Q4 | $42.7K | Hold |
634
| – | – | 0.01% | 521 |
|
|
2017
Q3 | $38.5K | Buy |
634
+166
| +35% | +$10.1K | 0.01% | 531 |
|
|
2017
Q2 | $35.2K | Sell |
468
-2
| -0.4% | -$151 | 0.01% | 634 |
|
|
2017
Q1 | $33.1K | Hold |
470
| – | – | 0.01% | 629 |
|
|
2016
Q4 | $34.1K | Hold |
470
| – | – | 0.01% | 621 |
|
|
2016
Q3 | $24.6K | Hold |
470
| – | – | 0.01% | 690 |
|
|
2016
Q2 | $19.2K | Buy |
470
+2
| +0.4% | +$82 | 0.01% | 701 |
|
|
2016
Q1 | $28K | Buy |
468
+464
| +11,600% | +$27.8K | 0.01% | 624 |
|
|
2015
Q4 | $172 | Hold |
4
| – | – | ﹤0.01% | 1347 |
|
|
2015
Q3 | $160 | Hold |
4
| – | – | ﹤0.01% | 1277 |
|
|
2015
Q2 | $160 | Hold |
4
| – | – | ﹤0.01% | 1286 |
|
|
2015
Q1 | $202 | Hold |
4
| – | – | ﹤0.01% | 1254 |
|
|
2014
Q4 | $202 | Hold |
4
| – | – | ﹤0.01% | 1273 |
|
|
2014
Q3 | $142 | Buy |
4
+1
| +33% | +$36 | ﹤0.01% | 1364 |
|
|
2014
Q2 | $123 | Hold |
3
| – | – | ﹤0.01% | 1280 |
|
|
2014
Q1 | $134 | Hold |
3
| – | – | ﹤0.01% | 1266 |
|
|
2013
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1401 |
|