Austin Private Wealth’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 |
-1,060
| Closed | -$6.71K | – | 180 |
|
|
2023
Q1 | $6.71K | Hold |
1,060
| – | – | ﹤0.01% | 153 |
|
|
2022
Q4 | $10.9K | Hold |
1,060
| – | – | ﹤0.01% | 151 |
|
|
2022
Q3 | $12K | Hold |
1,060
| – | – | ﹤0.01% | 123 |
|
|
2022
Q2 | $21K | Hold |
1,060
| – | – | ﹤0.01% | 127 |
|
|
2022
Q1 | $33K | Hold |
1,060
| – | – | 0.01% | 130 |
|
|
2021
Q4 | $49K | Buy |
+1,060
| New | +$49K | 0.01% | 135 |
|