Beverly Hills Private Wealth’s UP Fintech Holding TIGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
25,799
-1,324
-5% -$12.8K 0.05% 299
2025
Q1
$233K Buy
27,123
+338
+1% +$2.9K 0.05% 312
2024
Q4
$173K Buy
+26,785
New +$173K 0.04% 324