CWP
CFM Wealth Partners’s Wheels Up UP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-23,019
| Closed | -$14.6K | – | 167 |
|
|
2023
Q1 | $14.6K | Buy |
+23,019
| New | +$14.6K | ﹤0.01% | 154 |
|
|
2022
Q4 | – | Sell |
-23,019
| Closed | -$26K | – | 165 |
|
|
2022
Q3 | $26K | Hold |
23,019
| – | – | 0.01% | 152 |
|
|
2022
Q2 | $45K | Buy |
+23,019
| New | +$45K | 0.01% | 162 |
|
|
2022
Q1 | – | Sell |
-23,019
| Closed | -$106K | – | 185 |
|
|
2021
Q4 | $106K | Hold |
23,019
| – | – | 0.02% | 179 |
|
|
2021
Q3 | $151K | Buy |
+23,019
| New | +$151K | 0.04% | 182 |
|