Mascoma 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 |
-60
| Closed | -$278 | – | 671 |
|
|
2023
Q1 | $278 | Hold |
60
| – | – | ﹤0.01% | 584 |
|
|
2022
Q4 | $618 | Hold |
60
| – | – | ﹤0.01% | 599 |
|
|
2022
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 591 |
|
|
2022
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 595 |
|
|
2022
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 560 |
|