IFP Advisors’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 | $3.34K | Buy |
3,118
+118
| +4% | +$126 | ﹤0.01% | 3639 |
|
|
2025
Q1 | $3.03K | Hold |
3,000
| – | – | ﹤0.01% | 3011 |
|
|
2024
Q4 | $4.95K | Buy |
+3,000
| New | +$4.95K | ﹤0.01% | 2799 |
|
|
2023
Q1 | – | Sell |
-13
| Closed | -$1K | – | 4388 |
|
|
2022
Q4 | $1K | Sell |
13
-55
| -81% | -$4.23K | ﹤0.01% | 4493 |
|
|
2022
Q3 | $7K | Sell |
68
-25
| -27% | -$2.57K | ﹤0.01% | 3885 |
|
|
2022
Q2 | $10K | Hold |
93
| – | – | ﹤0.01% | 3429 |
|
|
2022
Q1 | $10K | Buy |
93
+80
| +615% | +$8.6K | ﹤0.01% | 3429 |
|
|
2021
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 3084 |
|
|
2021
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 3080 |
|
|
2021
Q2 | – | Sell |
-105
| Closed | -$11K | – | 4355 |
|
|
2021
Q1 | $11K | Buy |
+105
| New | +$11K | ﹤0.01% | 2101 |
|