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Atria Wealth Solutions’s Wheels Up UP Stock Holding History

Atria Wealth Solutions’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-365
Closed -$46.2K – 1992
2023
Q1 		$46.2K Buy
365
+77
+27% +$17.1K ﹤0.01% 1808
2022
Q4 		$59.3K Hold
288
– – ﹤0.01% 1733
2022
Q3 		$66.2K Hold
288
– – ﹤0.01% 1678
2022
Q2 		$112K Hold
288
– – ﹤0.01% 1516
2022
Q1 		$179K Buy
+288
New +$208K ﹤0.01% 1615

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