SA
Strategic Advisors’s Wheels Up UP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-31,588
| Closed | -$20K | – | 210 |
|
|
2023
Q1 | $20K | Hold |
31,588
| – | – | ﹤0.01% | 202 |
|
|
2022
Q4 | $32.5K | Hold |
31,588
| – | – | 0.01% | 193 |
|
|
2022
Q3 | $36K | Hold |
31,588
| – | – | 0.01% | 195 |
|
|
2022
Q2 | $61K | Hold |
31,588
| – | – | 0.01% | 186 |
|
|
2022
Q1 | $98K | Buy |
+31,588
| New | +$98K | 0.02% | 194 |
|