IFP Advisors’s Upexi UPXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1
| Closed | -$52 | – | 3563 |
|
|
2023
Q2 | $52 | Hold |
1
| – | – | ﹤0.01% | 3389 |
|
|
2023
Q1 | $129 | Hold |
1
| – | – | ﹤0.01% | 3297 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 4494 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 4693 |
|
|
2022
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 4463 |
|
|
2022
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 4463 |
|
|
2021
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 3085 |
|
|
2021
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 3081 |
|