Jamison Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,990
| Closed | -$4.82K | – | 457 |
|
|
2024
Q3 | $4.82K | Hold |
1,990
| – | – | ﹤0.01% | 380 |
|
|
2024
Q2 | $3.76K | Hold |
1,990
| – | – | ﹤0.01% | 367 |
|
|
2024
Q1 | $5.71K | Hold |
1,990
| – | – | ﹤0.01% | 352 |
|
|
2023
Q4 | $6.83K | Hold |
1,990
| – | – | ﹤0.01% | 327 |
|
|
2023
Q3 | $4.12K | Buy |
+1,990
| New | +$4.12K | ﹤0.01% | 339 |
|