Veritable’s Wheels Up UP Stock Holding History

Veritable’s Portfolio UP Stock Details UP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$59.9K	Hold
2022 Q4	$97.5K	Hold
2022 Q3	$109K	Sell
2022 Q2	$185K	Buy
2022 Q1	$294K	Hold
2021 Q4	$439K	Sell
2021 Q3	$756K	Buy