Capstone Financial Advisors’s UpHealth, Inc. UPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,000
| Closed | -$5.88K | – | 161 |
|
|
2023
Q3 | $5.88K | Buy |
14,000
+4,000
| +40% | +$1.68K | ﹤0.01% | 144 |
|
|
2023
Q2 | $18.8K | Buy |
+10,000
| New | +$18.8K | ﹤0.01% | 141 |
|
|
2022
Q4 | – | Sell |
-5,000
| Closed | -$27K | – | 150 |
|
|
2022
Q3 | $27K | Hold |
5,000
| – | – | ﹤0.01% | 129 |
|
|
2022
Q2 | $30K | Hold |
5,000
| – | – | ﹤0.01% | 131 |
|
|
2022
Q1 | $59K | Buy |
5,000
+4,000
| +400% | +$47.2K | ﹤0.01% | 130 |
|
|
2021
Q4 | $22K | Buy |
+1,000
| New | +$22K | ﹤0.01% | 136 |
|