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Robertson Stephens Wealth Management’s Wheels Up UP Stock Holding History

Robertson Stephens Wealth Management’s Portfolio UP Stock Details UP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,500
Closed -$15.5K – 461
2022
Q4 		$15.5K Sell
1,500
-500
-25% -$5.15K ﹤0.01% 402
2022
Q3 		$23K Hold
2,000
– – ﹤0.01% 356
2022
Q2 		$39K Buy
+2,000
New +$39K ﹤0.01% 368