Lido Advisors
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Lido Advisors’s Wheels Up UP Stock Holding History

Lido Advisors’s Portfolio UP Stock Details UP Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
2023
Q3 		$44.4K Hold
2023
Q2 		$25.1K Buy
2023
Q1 		$58.4K Hold
2022
Q4 		$95K Hold
2022
Q3 		$106K Hold
2022
Q2 		$179K Buy
2022
Q1 		– Sell
2021
Q4 		$370K Hold
2021
Q3 		$525K Buy