Joel Isaacson & Co’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 |
-26,337
| Closed | -$167K | – | 335 |
|
|
2023
Q1 | $167K | Hold |
26,337
| – | – | 0.01% | 311 |
|
|
2022
Q4 | $271K | Hold |
26,337
| – | – | 0.02% | 266 |
|
|
2022
Q3 | $303K | Hold |
26,337
| – | – | 0.03% | 229 |
|
|
2022
Q2 | $514K | Hold |
26,337
| – | – | 0.04% | 162 |
|
|
2022
Q1 | $785K | Hold |
26,337
| – | – | 0.06% | 131 |
|
|
2021
Q4 | $1.22M | Buy |
26,337
+1,023
| +4% | +$47.5K | 0.08% | 106 |
|
|
2021
Q3 | $1.67M | Buy |
+25,314
| New | +$1.67M | 0.13% | 79 |
|