IHT Wealth Management’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 |
-7,611
| Closed | -$48.2K | – | 1022 |
|
|
2023
Q1 | $48.2K | Buy |
7,611
+838
| +12% | +$5.3K | ﹤0.01% | 929 |
|
|
2022
Q4 | $69.8K | Buy |
6,773
+1,420
| +27% | +$14.6K | ﹤0.01% | 878 |
|
|
2022
Q3 | $62K | Buy |
5,353
+740
| +16% | +$8.57K | ﹤0.01% | 841 |
|
|
2022
Q2 | $90K | Buy |
+4,613
| New | +$90K | 0.01% | 704 |
|