PWA
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Phoenix Wealth Advisors’s Wheels Up UP Stock Holding History

Phoenix Wealth Advisors’s Portfolio UP Stock Details UP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-500
Closed -$3K – 340
2021
Q3 		$3K Hold
500
– – ﹤0.01% 355
2021
Q2 		$5K Buy
+500
New +$5K ﹤0.01% 329