Wright Investors Service’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,813
| Closed | -$330K | – | 159 |
|
|
2023
Q3 | $330K | Sell |
7,813
-378
| -5% | -$16K | 0.1% | 135 |
|
|
2023
Q2 | $449K | Sell |
8,191
-533
| -6% | -$29.2K | 0.13% | 128 |
|
|
2023
Q1 | $386K | Buy |
+8,724
| New | +$386K | 0.11% | 138 |
|
|
2020
Q1 | – | Sell |
-3,564
| Closed | -$314K | – | 147 |
|
|
2019
Q4 | $314K | Sell |
3,564
-35
| -1% | -$3.08K | 0.11% | 128 |
|
|
2019
Q3 | $318K | Buy |
+3,599
| New | +$318K | 0.11% | 136 |
|