ARC
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Advisor Resource Council’s Upstart Holdings UPST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-45,065
Closed -$4.92M 534
2022
Q1
$4.92M Buy
45,065
+24,238
+116% +$2.64M 1.48% 17
2021
Q4
$3.15M Buy
+20,827
New +$3.15M 0.25% 85