Atticus Wealth Management’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13
| Closed | – | – | 640 |
|
|
2022
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 623 |
|
|
2022
Q2 | $0 | Sell |
13
-511
| -98% | – | ﹤0.01% | 652 |
|
|
2022
Q1 | $16K | Buy |
524
+504
| +2,520% | +$15.4K | 0.01% | 361 |
|
|
2021
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 433 |
|
|
2021
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 398 |
|