CLA (CliftonLarsonAllen) Wealth Advisors’s Wheels Up UP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,425
Closed -$205K 196
2021
Q4
$205K Sell
4,425
-2,700
-38% -$125K 0.01% 173
2021
Q3
$470K Buy
+7,125
New +$470K 0.02% 235