Stephens Inc’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,200
| Closed | -$12.4K | – | 1246 |
|
|
2022
Q4 | $12.4K | Sell |
1,200
-600
| -33% | -$6.18K | ﹤0.01% | 1157 |
|
|
2022
Q3 | $21K | Buy |
1,800
+800
| +80% | +$9.33K | ﹤0.01% | 1180 |
|
|
2022
Q2 | $20K | Sell |
1,000
-100
| -9% | -$2K | ﹤0.01% | 1212 |
|
|
2022
Q1 | $34K | Buy |
+1,100
| New | +$34K | ﹤0.01% | 1291 |
|