Washington Trust Advisors’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 |
-52
| Closed | -$330 | – | 767 |
|
|
2023
Q1 | $330 | Hold |
52
| – | – | ﹤0.01% | 771 |
|
|
2022
Q4 | $536 | Hold |
52
| – | – | ﹤0.01% | 772 |
|
|
2022
Q3 | $1K | Hold |
52
| – | – | ﹤0.01% | 894 |
|
|
2022
Q2 | $1K | Hold |
52
| – | – | ﹤0.01% | 921 |
|
|
2022
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 962 |
|
|
2021
Q4 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 968 |
|