Kestra Private Wealth Services’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 |
-3,860
| Closed | -$24.4K | – | 1136 |
|
|
2023
Q1 | $24.4K | Buy |
+3,860
| New | +$24.4K | ﹤0.01% | 1034 |
|
|
2022
Q4 | – | Sell |
-2,090
| Closed | -$24K | – | 988 |
|
|
2022
Q3 | $24K | Buy |
2,090
+330
| +19% | +$3.79K | ﹤0.01% | 881 |
|
|
2022
Q2 | $34K | Buy |
1,760
+400
| +29% | +$7.73K | ﹤0.01% | 888 |
|
|
2022
Q1 | $42K | Buy |
+1,360
| New | +$42K | ﹤0.01% | 954 |
|