Truist Financial’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,770
| Closed | -$36.5K | – | 2668 |
|
|
2023
Q1 | $36.5K | Buy |
5,770
+1,350
| +31% | +$8.54K | ﹤0.01% | 2523 |
|
|
2022
Q4 | $45.5K | Buy |
4,420
+470
| +12% | +$4.84K | ﹤0.01% | 2508 |
|
|
2022
Q3 | $45K | Sell |
3,950
-1,457
| -27% | -$16.6K | ﹤0.01% | 2457 |
|
|
2022
Q2 | $106K | Buy |
5,407
+12
| +0.2% | +$235 | ﹤0.01% | 2528 |
|
|
2022
Q1 | $168K | Buy |
5,395
+2,650
| +97% | +$82.5K | ﹤0.01% | 2543 |
|
|
2021
Q4 | $127K | Sell |
2,745
-2,690
| -49% | -$124K | ﹤0.01% | 2613 |
|
|
2021
Q3 | $358K | Buy |
+5,435
| New | +$358K | ﹤0.01% | 2198 |
|