North Star Investment Management’s Upexi UPXI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $44.7K | Buy |
+15,000
| New | +$44.7K | ﹤0.01% | 656 |
|
2023
Q3 | – | Sell |
-125
| Closed | -$5.63K | – | 1307 |
|
2023
Q2 | $5.63K | Hold |
125
| – | – | ﹤0.01% | 952 |
|
2023
Q1 | $10.1K | Hold |
125
| – | – | ﹤0.01% | 867 |
|
2022
Q4 | $7.5K | Hold |
125
| – | – | ﹤0.01% | 897 |
|
2022
Q3 | $10K | Hold |
125
| – | – | ﹤0.01% | 815 |
|
2022
Q2 | $10K | Hold |
125
| – | – | ﹤0.01% | 833 |
|
2022
Q1 | $13K | Hold |
125
| – | – | ﹤0.01% | 824 |
|
2021
Q4 | $10K | Hold |
125
| – | – | ﹤0.01% | 909 |
|
2021
Q3 | $13K | Buy |
+125
| New | +$13K | ﹤0.01% | 824 |
|