EverSource Wealth Advisors’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 | $685 | Sell |
640
-28
| -4% | -$30 | ﹤0.01% | 3812 |
|
|
2025
Q1 | $675 | Buy |
668
+666
| +33,300% | +$673 | ﹤0.01% | 3355 |
|
|
2024
Q4 | $3 | Buy |
+2
| New | +$3 | ﹤0.01% | 3745 |
|
|
2024
Q1 | – | Sell |
-212
| Closed | -$727 | – | 3002 |
|
|
2023
Q4 | $727 | Sell |
212
-216
| -50% | -$741 | ﹤0.01% | 2454 |
|
|
2023
Q3 | $886 | Buy |
+428
| New | +$886 | ﹤0.01% | 2278 |
|