Belpointe Asset Management’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 |
-2,025
| Closed | -$12.8K | – | 3233 |
|
|
2023
Q1 | $12.8K | Buy |
2,025
+1,100
| +119% | +$6.96K | ﹤0.01% | 2571 |
|
|
2022
Q4 | $9.53K | Buy |
+925
| New | +$9.53K | ﹤0.01% | 2639 |
|
|
2022
Q1 | – | Sell |
-2,325
| Closed | -$108K | – | 1311 |
|
|
2021
Q4 | $108K | Hold |
2,325
| – | – | 0.01% | 1159 |
|
|
2021
Q3 | $153K | Buy |
+2,325
| New | +$153K | 0.01% | 972 |
|