Pathstone Family Office’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $36.7K | Buy |
+17,711
| New | +$36.7K | ﹤0.01% | 1632 |
|
|
2023
Q2 | – | Sell |
-1,345
| Closed | -$8.51K | – | 1303 |
|
|
2023
Q1 | $8.51K | Sell |
1,345
-1,345
| -50% | -$8.51K | ﹤0.01% | 1182 |
|
|
2022
Q4 | $27.7K | Sell |
2,690
-150
| -5% | -$1.55K | ﹤0.01% | 1467 |
|
|
2022
Q3 | $32.3K | Buy |
+2,840
| New | +$32.3K | ﹤0.01% | 1442 |
|