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WealthPLAN Partners’s Wheels Up UP Stock Holding History

WealthPLAN Partners’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-200
Closed -$234 – 1118
2023
Q2 		$234 Hold
200
– – ﹤0.01% 1209
2023
Q1 		$1.27K Buy
+200
New +$1.27K ﹤0.01% 1180