Advisory Services Network’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-330
| Closed | -$1.13K | – | 3562 |
|
|
2023
Q4 | $1.13K | Buy |
+330
| New | +$1.13K | ﹤0.01% | 3506 |
|
|
2023
Q2 | – | Sell |
-333
| Closed | -$2.1K | – | 3554 |
|
|
2023
Q1 | $2.1K | Buy |
333
+300
| +909% | +$1.9K | ﹤0.01% | 3417 |
|
|
2022
Q4 | $335 | Buy |
+33
| New | +$335 | ﹤0.01% | 3796 |
|
|
2021
Q4 | – | Sell |
-2,449
| Closed | -$161K | – | 1512 |
|
|
2021
Q3 | $161K | Buy |
2,449
+2,085
| +573% | +$137K | 0.01% | 1303 |
|
|
2021
Q2 | $36K | Buy |
+364
| New | +$36K | ﹤0.01% | 2169 |
|