Avion Wealth’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Hold |
2,000
| – | – | ﹤0.01% | 863 |
|
|
2025
Q1 | $3K | Hold |
2,000
| – | – | ﹤0.01% | 672 |
|
|
2024
Q4 | $3K | Hold |
2,000
| – | – | ﹤0.01% | 669 |
|
|
2024
Q3 | $4K | Hold |
2,000
| – | – | ﹤0.01% | 582 |
|
|
2024
Q2 | $3K | Hold |
2,000
| – | – | ﹤0.01% | 580 |
|
|
2024
Q1 | $6K | Hold |
2,000
| – | – | ﹤0.01% | 435 |
|
|
2023
Q4 | $7K | Sell |
2,000
-209
| -9% | -$732 | ﹤0.01% | 346 |
|
|
2023
Q3 | $4K | Buy |
2,209
+2,057
| +1,353% | +$3.73K | ﹤0.01% | 403 |
|
|
2023
Q2 | $0 | Buy |
+152
| New | – | ﹤0.01% | 1044 |
|