Perigon Wealth Management’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 |
-2,340
| Closed | -$14.8K | – | 808 |
|
|
2023
Q1 | $14.8K | Hold |
2,340
| – | – | ﹤0.01% | 700 |
|
|
2022
Q4 | $24.1K | Buy |
2,340
+260
| +13% | +$2.68K | ﹤0.01% | 684 |
|
|
2022
Q3 | $24K | Hold |
2,080
| – | – | ﹤0.01% | 568 |
|
|
2022
Q2 | $41K | Sell |
2,080
-210
| -9% | -$4.14K | ﹤0.01% | 558 |
|
|
2022
Q1 | $71K | Buy |
2,290
+200
| +10% | +$6.2K | 0.01% | 592 |
|
|
2021
Q4 | $97K | Buy |
2,090
+20
| +1% | +$928 | 0.01% | 565 |
|
|
2021
Q3 | $136K | Buy |
+2,070
| New | +$136K | 0.01% | 518 |
|