Powell Investment Advisors’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 |
-1,400
| Closed | -$8.86K | – | 140 |
|
|
2023
Q1 | $8.86K | Hold |
1,400
| – | – | ﹤0.01% | 132 |
|
|
2022
Q4 | $14.4K | Hold |
1,400
| – | – | 0.01% | 124 |
|
|
2022
Q3 | $16K | Hold |
1,400
| – | – | 0.01% | 126 |
|
|
2022
Q2 | $27K | Buy |
1,400
+200
| +17% | +$3.86K | 0.02% | 137 |
|
|
2022
Q1 | $37K | Sell |
1,200
-2,050
| -63% | -$63.2K | 0.02% | 121 |
|
|
2021
Q4 | $151K | Buy |
+3,250
| New | +$151K | 0.09% | 109 |
|