Carson Advisory’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 |
-1,200
| Closed | -$7.59K | – | 164 |
|
|
2023
Q1 | $7.59K | Sell |
1,200
-400
| -25% | -$2.53K | 0.01% | 151 |
|
|
2022
Q4 | $16.5K | Buy |
1,600
+600
| +60% | +$6.18K | 0.02% | 138 |
|
|
2022
Q3 | $12K | Sell |
1,000
-200
| -17% | -$2.4K | 0.01% | 126 |
|
|
2022
Q2 | $23K | Sell |
1,200
-100
| -8% | -$1.92K | 0.03% | 123 |
|
|
2022
Q1 | $40K | Buy |
1,300
+200
| +18% | +$6.15K | 0.04% | 134 |
|
|
2021
Q4 | $51K | Buy |
+1,100
| New | +$51K | 0.05% | 134 |
|