Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,704
| Closed | -$10.8K | – | 43 |
|
|
2023
Q1 | $10.8K | Hold |
1,704
| – | – | 0.01% | 42 |
|
|
2022
Q4 | $17.6K | Hold |
1,704
| – | – | 0.01% | 53 |
|
|
2022
Q3 | $20K | Hold |
1,704
| – | – | 0.02% | 38 |
|
|
2022
Q2 | $33K | Buy |
+1,704
| New | +$33K | 0.02% | 39 |
|
|
2022
Q1 | – | Sell |
-1,704
| Closed | -$79K | – | 44 |
|
|
2021
Q4 | $79K | Hold |
1,704
| – | – | 0.06% | 39 |
|
|
2021
Q3 | $112K | Buy |
+1,704
| New | +$112K | 0.09% | 35 |
|