Rise Advisors’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-59
| Closed | -$169 | – | 1277 |
|
|
2024
Q1 | $169 | Hold |
59
| – | – | ﹤0.01% | 1245 |
|
|
2023
Q4 | $202 | Hold |
59
| – | – | ﹤0.01% | 593 |
|
|
2023
Q3 | $122 | Hold |
59
| – | – | ﹤0.01% | 625 |
|
|
2023
Q2 | $69 | Sell |
59
-1
| -2% | -$1 | ﹤0.01% | 660 |
|
|
2023
Q1 | $377 | Hold |
60
| – | – | ﹤0.01% | 754 |
|
|
2022
Q4 | $613 | Hold |
60
| – | – | ﹤0.01% | 697 |
|
|
2022
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 685 |
|
|
2022
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 684 |
|
|
2022
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 561 |
|
|
2021
Q4 | $2.76K | Buy |
+60
| New | +$2.76K | ﹤0.01% | 488 |
|