WR Wealth Planners’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.47K | Sell |
46
-77
| -63% | -$7.48K | ﹤0.01% | 722 |
|
|
2024
Q3 | $7.02K | Sell |
123
-36
| -23% | -$2.05K | ﹤0.01% | 682 |
|
|
2024
Q2 | $7.74K | Buy |
159
+55
| +53% | +$2.68K | ﹤0.01% | 645 |
|
|
2024
Q1 | $4.98K | Buy |
+104
| New | +$4.98K | ﹤0.01% | 721 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$4.23K | – | 815 |
|
|
2023
Q3 | $4.23K | Hold |
100
| – | – | ﹤0.01% | 698 |
|
|
2023
Q2 | $5.49K | Hold |
100
| – | – | ﹤0.01% | 667 |
|
|
2023
Q1 | $4.43K | Hold |
100
| – | – | ﹤0.01% | 695 |
|
|
2022
Q4 | $3.77K | Hold |
100
| – | – | ﹤0.01% | 356 |
|
|
2022
Q3 | $3.25K | Buy |
+100
| New | +$3.25K | ﹤0.01% | 354 |
|