Wealthspire Advisors (New York)’s Surf Air Mobility SRFM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,900	Closed	-$7.8K	–	769
2024 Q2	$7.8K	Hold	2,900	–	–	﹤0.01%	661
2024 Q1	$17.1K	Buy	+2,900	New	+$17.1K	﹤0.01%	637