Accel Wealth Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-66
| Closed | -$1.05K | – | 826 |
|
|
2023
Q1 | $1.05K | Hold |
66
| – | – | ﹤0.01% | 1165 |
|
|
2022
Q4 | $873 | Hold |
66
| – | – | ﹤0.01% | 979 |
|
|
2022
Q3 | $1K | Hold |
66
| – | – | ﹤0.01% | 1027 |
|
|
2022
Q2 | $2K | Buy |
66
+53
| +408% | +$1.61K | ﹤0.01% | 915 |
|
|
2022
Q1 | $1K | Sell |
13
-7
| -35% | -$538 | ﹤0.01% | 921 |
|
|
2021
Q4 | $3K | Buy |
20
+1
| +5% | +$150 | ﹤0.01% | 868 |
|
|
2021
Q3 | $6K | Buy |
+19
| New | +$6K | ﹤0.01% | 727 |
|