CVA Family Office’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 | $65.1K | Hold |
60,850
| – | – | 0.01% | 494 |
|
|
2025
Q1 | $61.5K | Hold |
60,850
| – | – | 0.01% | 482 |
|
|
2024
Q4 | $100K | Hold |
60,850
| – | – | 0.02% | 386 |
|
|
2024
Q3 | $147K | Hold |
60,850
| – | – | 0.02% | 304 |
|
|
2024
Q2 | $115K | Hold |
60,850
| – | – | 0.02% | 329 |
|
|
2024
Q1 | $175K | Buy |
+60,850
| New | +$175K | 0.03% | 267 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | -$2K | – | 994 |
|
|
2022
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 888 |
|
|
2021
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 850 |
|