Focus Partners Wealth’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 | $73.2K | Buy |
68,395
+692
| +1% | +$740 | ﹤0.01% | 1948 |
|
|
2025
Q1 | $68.4K | Buy |
67,703
+824
| +1% | +$832 | ﹤0.01% | 1815 |
|
|
2024
Q4 | $110K | Buy |
+66,879
| New | +$110K | ﹤0.01% | 1774 |
|
|
2024
Q3 | – | Sell |
-59,883
| Closed | -$216K | – | 1700 |
|
|
2024
Q2 | $216K | Hold |
59,883
| – | – | ﹤0.01% | 1145 |
|
|
2024
Q1 | $129K | Buy |
+59,883
| New | +$129K | ﹤0.01% | 954 |
|