Krilogy Financial’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 |
-3,682
| Closed | -$23.3K | – | 380 |
|
|
2023
Q1 | $23.3K | Hold |
3,682
| – | – | ﹤0.01% | 395 |
|
|
2022
Q4 | $37.9K | Hold |
3,682
| – | – | ﹤0.01% | 374 |
|
|
2022
Q3 | $42K | Hold |
3,682
| – | – | 0.01% | 303 |
|
|
2022
Q2 | $72K | Hold |
3,682
| – | – | 0.01% | 305 |
|
|
2022
Q1 | $114K | Hold |
3,682
| – | – | 0.01% | 304 |
|
|
2021
Q4 | $171K | Sell |
3,682
-100
| -3% | -$4.64K | 0.02% | 275 |
|
|
2021
Q3 | $249K | Buy |
+3,782
| New | +$249K | 0.02% | 245 |
|