Gries Financial’s Wheels Up UP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,859	Closed	-$24.4K	–	171
2023 Q1	$24.4K	Hold	3,859	–	–	0.01%	164
2022 Q4	$40K	Buy	+3,859	New	+$40K	0.01%	150