Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,996
| Closed | -$44.3K | – | 374 |
|
|
2023
Q1 | $44.3K | Hold |
6,996
| – | – | 0.01% | 355 |
|
|
2022
Q4 | $72.1K | Hold |
6,996
| – | – | 0.02% | 355 |
|
|
2022
Q3 | $80K | Hold |
6,996
| – | – | 0.02% | 317 |
|
|
2022
Q2 | $136K | Hold |
6,996
| – | – | 0.03% | 357 |
|
|
2022
Q1 | $218K | Hold |
6,996
| – | – | 0.04% | 357 |
|
|
2021
Q4 | $325K | Hold |
6,996
| – | – | 0.05% | 293 |
|
|
2021
Q3 | $461K | Buy |
+6,996
| New | +$461K | 0.12% | 161 |
|