NewEdge Wealth’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-67,500
| Closed | -$68.2K | – | 1033 |
|
|
2025
Q1 | $68.2K | Sell |
67,500
-212
| -0.3% | -$214 | ﹤0.01% | 919 |
|
|
2024
Q4 | $112K | Buy |
67,712
+212
| +0.3% | +$350 | ﹤0.01% | 906 |
|
|
2024
Q3 | $163K | Sell |
67,500
-32,500
| -33% | -$78.7K | ﹤0.01% | 848 |
|
|
2024
Q2 | $189K | Hold |
100,000
| – | – | ﹤0.01% | 731 |
|
|
2024
Q1 | $232K | Buy |
+100,000
| New | +$232K | 0.01% | 727 |
|