EverSource Wealth Advisors’s Wheels Up UP Stock Holding History

EverSource Wealth Advisors’s Portfolio UP Stock Details UP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$685	Sell
2025 Q1	$675	Buy
2024 Q4	$3	Buy
2024 Q1	–	Sell
2023 Q4	$727	Sell
2023 Q3	$886	Buy