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LifeSteps Financial’s Wheels Up UP Stock Holding History

LifeSteps Financial’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,000
Closed -$12.7K – 74
2023
Q1 		$12.7K Buy
+2,000
New +$12.7K 0.01% 67