Global Retirement Partners’s Wheels Up UP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-500
Closed -$1.21K 3772
2024
Q3
$1.21K Hold
500
﹤0.01% 3088
2024
Q2
$945 Hold
500
﹤0.01% 3175
2024
Q1
$1.44K Hold
500
﹤0.01% 2870
2023
Q4
$1.96K Buy
+500
New +$1.96K ﹤0.01% 2687