Avestar Capital’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 |
-4,000
| Closed | -$25.3K | – | 322 |
|
|
2023
Q1 | $25.3K | Sell |
4,000
-1,200
| -23% | -$7.59K | ﹤0.01% | 281 |
|
|
2022
Q4 | $53.6K | Buy |
5,200
+1,100
| +27% | +$11.3K | 0.01% | 265 |
|
|
2022
Q3 | $47K | Buy |
4,100
+2,250
| +122% | +$25.8K | 0.01% | 245 |
|
|
2022
Q2 | $36K | Buy |
1,850
+650
| +54% | +$12.6K | 0.01% | 250 |
|
|
2022
Q1 | $37K | Buy |
+1,200
| New | +$37K | 0.01% | 347 |
|