Instrumental Wealth’s Wheels Up UP Stock Holding History

Instrumental Wealth’s Portfolio UP Stock Details UP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$151K	Sell
2025 Q2	$165K	Hold
2025 Q1	$101K	Hold
2024 Q4	$171K	Sell
2024 Q3	$256K	Sell
2024 Q2	$384K	Sell
2024 Q1	$545K	Buy
2023 Q4	$531K	Buy
2023 Q3	$64.3K	Buy