Envestnet Asset Management’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 | $2.11M | Buy |
218,480
+38,148
| +21% | +$368K | ﹤0.01% | 2789 |
|
|
2025
Q1 | $1.55M | Sell |
180,332
-8,422
| -4% | -$72.3K | ﹤0.01% | 2898 |
|
|
2024
Q4 | $1.22M | Buy |
+188,754
| New | +$1.22M | ﹤0.01% | 3029 |
|
|
2022
Q3 | – | Sell |
-11,999
| Closed | -$57K | – | 4037 |
|
|
2022
Q2 | $57K | Hold |
11,999
| – | – | ﹤0.01% | 3810 |
|
|
2022
Q1 | $59K | Sell |
11,999
-87
| -0.7% | -$428 | ﹤0.01% | 3848 |
|
|
2021
Q4 | $59K | Buy |
+12,086
| New | +$59K | ﹤0.01% | 3798 |
|