AWS
UP icon

AJ Wealth Strategies’s Wheels Up UP Stock Holding History

AJ Wealth Strategies’s Portfolio UP Stock Details UP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-32,000
Closed -$20.3K – 303
2023
Q1 		$20.3K Buy
32,000
+16,000
+100% +$10.1K ﹤0.01% 285
2022
Q4 		$16K Buy
16,000
+2,000
+14% +$2K ﹤0.01% 294
2022
Q3 		$16K Buy
+14,000
New +$16K ﹤0.01% 302