Washington Trust Bank’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 |
-2,500
| Closed | -$15.8K | – | 231 |
|
|
2023
Q1 | $15.8K | Hold |
2,500
| – | – | ﹤0.01% | 218 |
|
|
2022
Q4 | $26K | Hold |
2,500
| – | – | ﹤0.01% | 220 |
|
|
2022
Q3 | $29K | Hold |
2,500
| – | – | ﹤0.01% | 212 |
|
|
2022
Q2 | $49K | Hold |
2,500
| – | – | 0.01% | 209 |
|
|
2022
Q1 | $78K | Hold |
2,500
| – | – | 0.01% | 227 |
|
|
2021
Q4 | $116K | Buy |
+2,500
| New | +$116K | 0.01% | 231 |
|