Veritable’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 |
-9,468
| Closed | -$59.9K | – | 918 |
|
|
2023
Q1 | $59.9K | Hold |
9,468
| – | – | ﹤0.01% | 877 |
|
|
2022
Q4 | $97.5K | Hold |
9,468
| – | – | ﹤0.01% | 844 |
|
|
2022
Q3 | $109K | Sell |
9,468
-5
| -0.1% | -$58 | ﹤0.01% | 768 |
|
|
2022
Q2 | $185K | Buy |
9,473
+5
| +0.1% | +$98 | ﹤0.01% | 831 |
|
|
2022
Q1 | $294K | Hold |
9,468
| – | – | ﹤0.01% | 726 |
|
|
2021
Q4 | $439K | Sell |
9,468
-2,000
| -17% | -$92.7K | 0.01% | 592 |
|
|
2021
Q3 | $756K | Buy |
+11,468
| New | +$756K | 0.01% | 445 |
|