SVWAG
Sound View Wealth Advisors Group’s Wheels Up UP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,000
| Closed | -$9.49K | – | 377 |
|
|
2023
Q1 | $9.49K | Buy |
+15,000
| New | +$9.49K | ﹤0.01% | 364 |
|
|
2022
Q4 | – | Sell |
-15,000
| Closed | -$17K | – | 397 |
|
|
2022
Q3 | $17K | Hold |
15,000
| – | – | ﹤0.01% | 267 |
|
|
2022
Q2 | $29K | Hold |
15,000
| – | – | 0.01% | 280 |
|
|
2022
Q1 | $47K | Hold |
15,000
| – | – | 0.01% | 286 |
|
|
2021
Q4 | $70K | Hold |
15,000
| – | – | 0.01% | 290 |
|
|
2021
Q3 | $99K | Buy |
+15,000
| New | +$99K | 0.02% | 282 |
|