MYCIO Wealth Partners’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,476
| Closed | -$17K | – | 53 |
|
|
2022
Q3 | $17K | Hold |
1,476
| – | – | 0.01% | 46 |
|
|
2022
Q2 | $29K | Hold |
1,476
| – | – | 0.01% | 42 |
|
|
2022
Q1 | $46K | Hold |
1,476
| – | – | 0.01% | 45 |
|
|
2021
Q4 | $68K | Hold |
1,476
| – | – | 0.02% | 43 |
|
|
2021
Q3 | $97K | Buy |
+1,476
| New | +$97K | 0.04% | 39 |
|