Principal Financial Group’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,115
| Closed | -$22.9K | – | 2409 |
|
|
2024
Q2 | $22.9K | Buy |
+12,115
| New | +$22.9K | ﹤0.01% | 2333 |
|
|
2023
Q2 | – | Sell |
-1,717
| Closed | -$10.9K | – | 2489 |
|
|
2023
Q1 | $10.9K | Buy |
1,717
+610
| +55% | +$3.86K | ﹤0.01% | 2445 |
|
|
2022
Q4 | $11.4K | Sell |
1,107
-599
| -35% | -$6.17K | ﹤0.01% | 2415 |
|
|
2022
Q3 | $20K | Buy |
+1,706
| New | +$20K | ﹤0.01% | 2460 |
|