Dimensional Fund Advisors’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-47,217
| Closed | -$89.2K | – | 3391 |
|
|
2024
Q2 | $89.2K | Hold |
47,217
| – | – | ﹤0.01% | 3261 |
|
|
2024
Q1 | $136K | Hold |
47,217
| – | – | ﹤0.01% | 3229 |
|
|
2023
Q4 | $162K | Sell |
47,217
-4,266
| -8% | -$14.6K | ﹤0.01% | 3223 |
|
|
2023
Q3 | $107K | Sell |
51,483
-18,301
| -26% | -$37.9K | ﹤0.01% | 3309 |
|
|
2023
Q2 | $81.6K | Buy |
+69,784
| New | +$81.6K | ﹤0.01% | 3352 |
|