Arkadios 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 Q4	–	Sell	-79,663	Closed	-$1.66M	–	581
2022 Q3	$1.66M	Buy	79,663 +3,509	+5%	+$72.9K	0.25%	107
2022 Q2	$2.41M	Buy	+76,154	New	+$2.41M	0.36%	71
2021 Q4	–	Sell	-14	Closed	-$4K	–	1710
2021 Q3	$4K	Buy	+14	New	+$4K	﹤0.01%	1672