Wagner Wealth Management’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-50
| Closed | -$1K | – | 694 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 667 |
|
|
2022
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 681 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$2K | – | 631 |
|
|
2021
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 643 |
|
|
2021
Q3 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 566 |
|