Prospera Financial Services’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,360
| Closed | -$15K | – | 955 |
|
|
2022
Q3 | $15K | Hold |
1,360
| – | – | ﹤0.01% | 825 |
|
|
2022
Q2 | $27K | Hold |
1,360
| – | – | ﹤0.01% | 1154 |
|
|
2022
Q1 | $42K | Hold |
1,360
| – | – | ﹤0.01% | 1448 |
|
|
2021
Q4 | $63K | Buy |
1,360
+50
| +4% | +$2.32K | ﹤0.01% | 856 |
|
|
2021
Q3 | $86K | Buy |
+1,310
| New | +$86K | ﹤0.01% | 778 |
|