Institutions / Elevation Point Wealth Partners, LLC / Activity
Activity — Elevation Point Wealth Partners, LLC
5,491 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2025 as of | New | BTAI BioXcel Therapeutics, Inc. Common Stock | $2 | +1 | 1 0.00% of portfolio | low |
| Q4 2025 as of | Exit | BTAI BioXcel Therapeutics, Inc. Common Stock | $-2 | -1 -100.00% | 0 | low |
| Q4 2025 as of | Exit | Dermata Therapeutics, Inc. Common stock | $-8 | -14 -100.00% | 0 | low |
| Q2 2025 as of | New | Dermata Therapeutics, Inc. Common stock | $8 | +14 | 14 0.00% of portfolio | low |
| Q4 2025 as of | Exit | 05156X850 Common stock | $-8 | -2 -100.00% | 0 | low |
| Q2 2025 as of | New | 05156X850 Common stock | $8 | +2 | 2 0.00% of portfolio | low |
| Q2 2025 as of | New | 372446203 Common stock | $11 | +50 | 50 <0.01% of portfolio | low |
| Q4 2025 as of | Exit | 372446203 Common stock | $-11 | -50 -100.00% | 0 | low |
| Q4 2025 as of | Exit | LTRX Lantronix Inc Common Stock | $-14 | -5 -100.00% | 0 | low |
| Q2 2025 as of | New | LTRX Lantronix Inc Common Stock | $14 | +5 | 5 <0.01% of portfolio | low |
| Q4 2025 as of | Exit | LUCD Lucid Diagnostics Inc. Common Stock | $-14 | -12 -100.00% | 0 | low |
| Q2 2025 as of | New | LUCD Lucid Diagnostics Inc. Common Stock | $14 | +12 | 12 <0.01% of portfolio | low |
| Q2 2025 as of | New | CGC Canopy Growth Corp Common Stock | $15 | +12 | 12 <0.01% of portfolio | low |
| Q2 2025 as of | New | Snap Inc Common stock | $17 | +2 | 2 <0.01% of portfolio | low |
| Q4 2025 as of | Exit | Snap Inc Common stock | $-17 | -2 -100.00% | 0 | low |
| Q4 2025 as of | Exit | Fuelcell Energy Inc Common stock | $-17 | -3 -100.00% | 0 | low |
| Q2 2025 as of | New | Fuelcell Energy Inc Common stock | $17 | +3 | 3 <0.01% of portfolio | low |
| Q4 2025 as of | Exit | 70387R403 Common stock | $-20 | -34 -100.00% | 0 | low |
| Q2 2025 as of | New | 70387R403 Common stock | $20 | +34 | 34 <0.01% of portfolio | low |
| Q4 2025 as of | Exit | First Interstate Bancsystem Inc Common stock | $-22 | -1 -100.00% | 0 | low |
| Q4 2025 as of | Exit | SITE Centers Corp. Common stock | $-23 | -2 -100.00% | 0 | low |
| Q2 2025 as of | New | SITE Centers Corp. Common stock | $23 | +2 | 2 <0.01% of portfolio | low |
| Q1 2025 as of | Add | 808524300 Common stock | $25 | +1 +0.01% | 9,412 0.01% of portfolio | low |
| Q2 2025 as of | Add | 808524300 Common stock | $29 | +1 +0.01% | 9,413 0.01% of portfolio | low |
| Q4 2025 as of | Exit | VIPS Vipshop Holdings Ltd ADR | $-30 | -2 -100.00% | 0 | low |
| Q4 2025 as of | Exit | 83175M205 Common stock | $-30 | -1 -100.00% | 0 | low |
| Q2 2025 as of | New | 83175M205 Common stock | $30 | +1 | 1 <0.01% of portfolio | low |
| Q4 2024 as of | Trim | Atmus Filtration Technologies Inc. Common stock | $-39 | -1 -0.01% | 8,272 0.02% of portfolio | low |
| Q4 2024 as of | Trim | Steven Madden, Ltd. Common stock | $-43 | -1 -0.02% | 6,265 0.01% of portfolio | low |
| Q2 2025 as of | New | Editas Medicine, Inc. Common stock | $44 | +20 | 20 <0.01% of portfolio | low |
| Q4 2025 as of | Exit | Editas Medicine, Inc. Common stock | $-44 | -20 -100.00% | 0 | low |
| Q2 2025 as of | New | Kanzhun Ltd Common stock | $54 | +3 | 3 <0.01% of portfolio | low |
| Q4 2025 as of | Exit | Kanzhun Ltd Common stock | $-54 | -3 -100.00% | 0 | low |
| Q4 2025 as of | Exit | 79400X404 Common stock | $-55 | -61 -100.00% | 0 | low |
| Q2 2025 as of | New | 79400X404 Common stock | $55 | +61 | 61 <0.01% of portfolio | low |
| Q4 2025 as of | Exit | TAL TAL Education Group ADR | $-61 | -6 -100.00% | 0 | low |
| Q2 2025 as of | New | TAL TAL Education Group ADR | $61 | +6 | 6 <0.01% of portfolio | low |
| Q4 2025 as of | Exit | STEM Stem, Inc. Common Stock | $-62 | -10 -100.00% | 0 | low |
| Q2 2025 as of | New | STEM Stem, Inc. Common Stock | $62 | +10 | 10 <0.01% of portfolio | low |
| Q4 2025 as of | Exit | PHIO Phio Pharmaceuticals Corp. Common Stock | $-63 | -27 -100.00% | 0 | low |
| Q2 2025 as of | New | PHIO Phio Pharmaceuticals Corp. Common Stock | $63 | +27 | 27 <0.01% of portfolio | low |
| Q4 2024 as of | Add | Ichor Holdings, Ltd. Common stock | $64 | +2 +0.03% | 7,423 0.01% of portfolio | low |
| Q2 2025 as of | New | 058586108 Common stock | $73 | +46 | 46 <0.01% of portfolio | low |
| Q4 2025 as of | Exit | 058586108 Common stock | $-73 | -46 -100.00% | 0 | low |
| Q3 2024 as of | Trim | Fuller H B Co Common stock | $-79 | -1 -0.02% | 4,467 0.02% of portfolio | low |
| Q2 2025 as of | New | Butterfly Network, Inc. Common stock | $80 | +40 | 40 <0.01% of portfolio | low |
| Q4 2025 as of | Exit | Butterfly Network, Inc. Common stock | $-80 | -40 -100.00% | 0 | low |
| Q4 2025 as of | Exit | Inseego Corp Common stock | $-82 | -10 -100.00% | 0 | low |
| Q2 2025 as of | New | Inseego Corp Common stock | $82 | +10 | 10 <0.01% of portfolio | low |
| Q2 2025 as of | New | Curbline Properties Corp Common stock | $91 | +4 | 4 <0.01% of portfolio | low |