Patriot Investment Management Group’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 |
-6,931
| Closed | -$43.9K | – | 243 |
|
|
2023
Q1 | $43.9K | Hold |
6,931
| – | – | ﹤0.01% | 241 |
|
|
2022
Q4 | $91.5K | Buy |
+6,931
| New | +$91.5K | 0.01% | 282 |
|
|
2022
Q3 | – | Sell |
-5,274
| Closed | -$102K | – | 245 |
|
|
2022
Q2 | $102K | Hold |
5,274
| – | – | 0.01% | 240 |
|
|
2022
Q1 | $164K | Hold |
5,274
| – | – | 0.01% | 244 |
|
|
2021
Q4 | $244K | Buy |
5,274
+4,274
| +427% | +$198K | 0.02% | 229 |
|
|
2021
Q3 | $65K | Buy |
+1,000
| New | +$65K | 0.01% | 243 |
|