IEQ Capital’s Wheels Up UP Stock Holding History

IEQ Capital’s Portfolio UP Stock Details UP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$38.2K	Buy
2025 Q1	$26.6K	Buy
2023 Q2	–	Sell
2023 Q1	$32.9K	Hold
2022 Q4	$53.5K	Sell
2022 Q3	$60K	Hold
2022 Q2	$101K	Hold
2022 Q1	$162K	Hold
2021 Q4	$241K	Sell
2021 Q3	$413K	Buy