Zeke Capital Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,205
| Closed | -$547K | – | 494 |
|
|
2019
Q4 | $547K | Sell |
6,205
-100
| -2% | -$8.82K | 0.05% | 355 |
|
|
2019
Q3 | $557K | Hold |
6,305
| – | – | 0.05% | 335 |
|
|
2019
Q2 | $552K | Hold |
6,305
| – | – | 0.05% | 336 |
|
|
2019
Q1 | $503K | Hold |
6,305
| – | – | 0.05% | 356 |
|
|
2018
Q4 | $528K | Buy |
6,305
+1,915
| +44% | +$160K | 0.05% | 323 |
|
|
2018
Q3 | $391K | Hold |
4,390
| – | – | 0.03% | 458 |
|
|
2018
Q2 | $306K | Hold |
4,390
| – | – | 0.03% | 398 |
|
|
2018
Q1 | $305K | Buy |
+4,390
| New | +$305K | 0.03% | 438 |
|
|
2017
Q4 | – | Sell |
-3,771
| Closed | -$230K | – | 611 |
|
|
2017
Q3 | $230K | Buy |
+3,771
| New | +$230K | 0.03% | 386 |
|