Asset Dedication LLC’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518 | Hold |
8
| – | – | ﹤0.01% | 1126 |
|
|
2025
Q1 | $369 | Buy |
+8
| New | +$369 | ﹤0.01% | 1077 |
|
|
2023
Q4 | – | Sell |
-8
| Closed | – | – | 1062 |
|
|
2023
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1065 |
|
|
2023
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1041 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | -$1K | – | 969 |
|
|
2022
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 959 |
|
|
2021
Q4 | – | Sell |
-180
| Closed | -$58K | – | 1039 |
|
|
2021
Q3 | $58K | Buy |
180
+5
| +3% | +$1.61K | 0.01% | 388 |
|
|
2021
Q2 | $21K | Buy |
+175
| New | +$21K | ﹤0.01% | 522 |
|