Lido Advisors’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-21,442
| Closed | -$44.4K | – | 1238 |
|
|
2023
Q3 | $44.4K | Hold |
21,442
| – | – | ﹤0.01% | 1004 |
|
|
2023
Q2 | $25.1K | Buy |
21,442
+12,218
| +132% | +$14.3K | ﹤0.01% | 1023 |
|
|
2023
Q1 | $58.4K | Hold |
9,224
| – | – | ﹤0.01% | 959 |
|
|
2022
Q4 | $95K | Hold |
9,224
| – | – | ﹤0.01% | 820 |
|
|
2022
Q3 | $106K | Hold |
9,224
| – | – | ﹤0.01% | 802 |
|
|
2022
Q2 | $179K | Buy |
+9,224
| New | +$179K | ﹤0.01% | 772 |
|
|
2022
Q1 | – | Sell |
-7,976
| Closed | -$370K | – | 968 |
|
|
2021
Q4 | $370K | Hold |
7,976
| – | – | ﹤0.01% | 633 |
|
|
2021
Q3 | $525K | Buy |
+7,976
| New | +$525K | 0.01% | 504 |
|