WANY
Wealthspire Advisors (New York)’s Wheels Up UP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,879
| Closed | -$34.1K | – | 692 |
|
|
2024
Q1 | $34.1K | Hold |
11,879
| – | – | ﹤0.01% | 631 |
|
|
2023
Q4 | $40.7K | Sell |
11,879
-4,207
| -26% | -$14.4K | ﹤0.01% | 637 |
|
|
2023
Q3 | $33.3K | Hold |
16,086
| – | – | ﹤0.01% | 588 |
|
|
2023
Q2 | $18.8K | Sell |
16,086
-144,783
| -90% | -$169K | ﹤0.01% | 558 |
|
|
2023
Q1 | $102K | Hold |
160,869
| – | – | ﹤0.01% | 517 |
|
|
2022
Q4 | $166K | Hold |
160,869
| – | – | ﹤0.01% | 551 |
|
|
2022
Q3 | $185K | Hold |
160,869
| – | – | ﹤0.01% | 483 |
|
|
2022
Q2 | $314K | Hold |
160,869
| – | – | 0.01% | 390 |
|
|
2022
Q1 | $500K | Hold |
160,869
| – | – | 0.01% | 272 |
|
|
2021
Q4 | $746K | Sell |
160,869
-1,200
| -0.7% | -$5.57K | 0.02% | 262 |
|
|
2021
Q3 | $1.07M | Buy |
+162,069
| New | +$1.07M | 0.02% | 237 |
|