Moors & Cabot’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 |
-2,000
| Closed | -$12.7K | – | 878 |
|
|
2023
Q1 | $12.7K | Sell |
2,000
-910
| -31% | -$5.76K | ﹤0.01% | 834 |
|
|
2022
Q4 | $30K | Hold |
2,910
| – | – | ﹤0.01% | 820 |
|
|
2022
Q3 | $33K | Buy |
2,910
+100
| +4% | +$1.13K | ﹤0.01% | 798 |
|
|
2022
Q2 | $55K | Buy |
2,810
+950
| +51% | +$18.6K | ﹤0.01% | 772 |
|
|
2022
Q1 | $58K | Hold |
1,860
| – | – | ﹤0.01% | 837 |
|
|
2021
Q4 | $86K | Buy |
1,860
+380
| +26% | +$17.6K | 0.01% | 826 |
|
|
2021
Q3 | $98K | Buy |
+1,480
| New | +$98K | 0.01% | 799 |
|