Stifel Financial’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,884
| Closed | -$40.9K | – | 3486 |
|
|
2024
Q3 | $40.9K | Buy |
+16,884
| New | +$40.9K | ﹤0.01% | 3310 |
|
|
2023
Q2 | – | Sell |
-9,524
| Closed | -$60.3K | – | 3417 |
|
|
2023
Q1 | $60.3K | Buy |
9,524
+358
| +4% | +$2.27K | ﹤0.01% | 3222 |
|
|
2022
Q4 | $94.4K | Sell |
9,166
-129
| -1% | -$1.33K | ﹤0.01% | 3140 |
|
|
2022
Q3 | $107K | Sell |
9,295
-53
| -0.6% | -$610 | ﹤0.01% | 3101 |
|
|
2022
Q2 | $182K | Sell |
9,348
-885
| -9% | -$17.2K | ﹤0.01% | 3039 |
|
|
2022
Q1 | $318K | Sell |
10,233
-347
| -3% | -$10.8K | ﹤0.01% | 2845 |
|
|
2021
Q4 | $491K | Buy |
+10,580
| New | +$491K | ﹤0.01% | 2598 |
|