HighTower Advisors’s Upexi UPXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,711
Closed -$77K 3588
2024
Q2
$77K Hold
10,711
﹤0.01% 3210
2024
Q1
$124K Hold
10,711
﹤0.01% 3081
2023
Q4
$248K Buy
+10,711
New +$248K ﹤0.01% 2834