ACT Capital Management’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,500
Closed -$600K 92
2022
Q1
$600K Sell
5,500
-100
-2% -$10.9K 0.63% 28
2021
Q4
$847K Sell
5,600
-11,500
-67% -$1.74M 0.61% 31
2021
Q3
$5.41M Sell
17,100
-7,700
-31% -$2.44M 2.8% 7
2021
Q2
$3.1M Buy
+24,800
New +$3.1M 1.59% 11