Atria Wealth Solutions’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,302
| Closed | -$46.2K | – | 1979 |
|
|
2023
Q1 | $46.2K | Buy |
7,302
+1,548
| +27% | +$9.8K | ﹤0.01% | 1799 |
|
|
2022
Q4 | $59.3K | Hold |
5,754
| – | – | ﹤0.01% | 1724 |
|
|
2022
Q3 | $66.2K | Hold |
5,754
| – | – | ﹤0.01% | 1669 |
|
|
2022
Q2 | $112K | Hold |
5,754
| – | – | ﹤0.01% | 1486 |
|
|
2022
Q1 | $179K | Buy |
+5,754
| New | +$179K | ﹤0.01% | 1614 |
|