True Wealth Design’s Wheels Up UP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261 Buy
243
+183
+305% +$197 ﹤0.01% 1990
2025
Q1
$61 Buy
+60
New +$61 ﹤0.01% 2340