Wealth Quarterback’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 |
-1,208
| Closed | -$7.64K | – | 132 |
|
|
2023
Q1 | $7.64K | Buy |
1,208
+100
| +9% | +$633 | 0.01% | 119 |
|
|
2022
Q4 | $11.4K | Sell |
1,108
-401
| -27% | -$4.13K | 0.01% | 119 |
|
|
2022
Q3 | $17K | Buy |
+1,509
| New | +$17K | 0.02% | 103 |
|
|
2021
Q3 | $362K | Buy |
+5,588
| New | +$362K | 0.24% | 77 |
|