UMB Bank’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26,660
| Closed | -$76.5K | – | 2230 |
|
|
2024
Q1 | $76.5K | Hold |
26,660
| – | – | ﹤0.01% | 761 |
|
|
2023
Q4 | $91.4K | Hold |
26,660
| – | – | ﹤0.01% | 716 |
|
|
2023
Q3 | $55.2K | Buy |
+26,660
| New | +$55.2K | ﹤0.01% | 813 |
|
|
2023
Q2 | – | Sell |
-26,660
| Closed | -$169K | – | 1746 |
|
|
2023
Q1 | $169K | Hold |
26,660
| – | – | ﹤0.01% | 598 |
|
|
2022
Q4 | $275K | Hold |
26,660
| – | – | ﹤0.01% | 513 |
|
|
2022
Q3 | $307K | Hold |
26,660
| – | – | 0.01% | 503 |
|
|
2022
Q2 | $520K | Hold |
26,660
| – | – | 0.01% | 463 |
|
|
2022
Q1 | $829K | Hold |
26,660
| – | – | 0.01% | 414 |
|
|
2021
Q4 | $1.24M | Hold |
26,660
| – | – | 0.02% | 366 |
|
|
2021
Q3 | $1.76M | Buy |
+26,660
| New | +$1.76M | 0.04% | 203 |
|