Koshinski Asset Management’s Wheels Up UP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,510
| Closed | -$11.6K | – | 2238 |
|
|
2021
Q4 | $11.6K | Sell |
2,510
-18,000
| -88% | -$83.5K | ﹤0.01% | 1594 |
|
|
2021
Q3 | $135K | Buy |
+20,510
| New | +$135K | 0.01% | 735 |
|
|
2021
Q2 | – | Sell |
-51,340
| Closed | -$514K | – | 624 |
|
|
2021
Q1 | $514K | Buy |
+51,340
| New | +$514K | 0.05% | 363 |
|