PFS Investments’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 |
-2,010
| Closed | -$10K | – | 537 |
|
|
2023
Q1 | $10K | Buy |
2,010
+655
| +48% | +$3.26K | ﹤0.01% | 503 |
|
|
2022
Q4 | $14K | Buy |
1,355
+276
| +26% | +$2.85K | ﹤0.01% | 445 |
|
|
2022
Q3 | $12 | Buy |
1,079
+27
| +3% | – | ﹤0.01% | 420 |
|
|
2022
Q2 | $21K | Buy |
+1,052
| New | +$21K | ﹤0.01% | 414 |
|