CIBC Private Wealth Group’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 | $80.3K | Hold |
75,025
| – | – | ﹤0.01% | 1485 |
|
|
2025
Q1 | $60.3K | Hold |
75,025
| – | – | ﹤0.01% | 1566 |
|
|
2024
Q4 | $119K | Buy |
75,025
+74,870
| +48,303% | +$119K | ﹤0.01% | 1352 |
|
|
2024
Q3 | $375 | Hold |
155
| – | – | ﹤0.01% | 2999 |
|
|
2024
Q2 | $474 | Sell |
155
-2,500
| -94% | -$7.65K | ﹤0.01% | 2984 |
|
|
2024
Q1 | $7.65K | Buy |
+2,655
| New | +$7.65K | ﹤0.01% | 2382 |
|