Level Four Advisory 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 |
-1,100
| Closed | -$6.96K | – | 846 |
|
|
2023
Q1 | $6.96K | Sell |
1,100
-470
| -30% | -$2.97K | ﹤0.01% | 754 |
|
|
2022
Q4 | $16.2K | Buy |
1,570
+12
| +0.8% | +$124 | ﹤0.01% | 667 |
|
|
2022
Q3 | $18K | Sell |
1,558
-1,125
| -42% | -$13K | ﹤0.01% | 538 |
|
|
2022
Q2 | $52K | Sell |
2,683
-1,505
| -36% | -$29.2K | ﹤0.01% | 540 |
|
|
2022
Q1 | $130K | Sell |
4,188
-980
| -19% | -$30.4K | 0.01% | 623 |
|
|
2021
Q4 | $240K | Buy |
+5,168
| New | +$240K | 0.02% | 563 |
|