Alta Wealth Advisors’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,493	Closed	-$528K	–	161
2021 Q4	$528K	Buy	3,493 +429	+14%	+$64.8K	0.33%	99
2021 Q3	$970K	Buy	3,064 +171	+6%	+$54.1K	0.7%	45
2021 Q2	$361K	Buy	+2,893	New	+$361K	0.26%	113