American Portfolios 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
Q3 | $1.13M | Buy |
54,390
+52,081
| +2,256% | +$1.08M | 0.05% | 401 |
|
|
2022
Q2 | $73K | Sell |
2,309
-3,016
| -57% | -$95.4K | ﹤0.01% | 1563 |
|
|
2022
Q1 | $581K | Buy |
5,325
+588
| +12% | +$64.1K | 0.02% | 670 |
|
|
2021
Q4 | $717K | Sell |
4,737
-4,221
| -47% | -$639K | 0.02% | 594 |
|
|
2021
Q3 | $2.83M | Sell |
8,958
-5,064
| -36% | -$1.6M | 0.11% | 193 |
|
|
2021
Q2 | $1.75M | Buy |
14,022
+7,521
| +116% | +$939K | 0.07% | 283 |
|
|
2021
Q1 | $838K | Buy |
+6,501
| New | +$838K | 0.04% | 468 |
|