Salem Investment Counselors’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-80
| Closed | -$2K | – | 1128 |
|
|
2022
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 994 |
|
|
2022
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 946 |
|
|
2021
Q4 | $4K | Buy |
80
+20
| +33% | +$1K | ﹤0.01% | 954 |
|
|
2021
Q3 | $4K | Buy |
60
+10
| +20% | +$667 | ﹤0.01% | 863 |
|
|
2021
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 791 |
|
|
2021
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 761 |
|