Nisa Investment Advisors’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 | $967 | Buy |
904
+351
| +63% | +$375 | ﹤0.01% | 2743 |
|
|
2025
Q1 | $559 | Buy |
553
+280
| +103% | +$283 | ﹤0.01% | 2772 |
|
|
2024
Q4 | $450 | Sell |
273
-38
| -12% | -$63 | ﹤0.01% | 2846 |
|
|
2024
Q3 | $753 | Buy |
+311
| New | +$753 | ﹤0.01% | 2638 |
|
|
2023
Q2 | – | Sell |
-40
| Closed | – | – | 2874 |
|
|
2023
Q1 | $0 | Sell |
40
-833
| -95% | – | ﹤0.01% | 2717 |
|
|
2022
Q4 | $9K | Sell |
873
-309
| -26% | -$3.19K | ﹤0.01% | 2232 |
|
|
2022
Q3 | $20K | Buy |
+1,182
| New | +$20K | ﹤0.01% | 2056 |
|