Atticus Wealth Management’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 |
-24
| Closed | -$1K | – | 641 |
|
|
2022
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 559 |
|
|
2022
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 593 |
|
|
2022
Q1 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 513 |
|
|
2021
Q4 | – | Sell |
-402
| Closed | -$127K | – | 495 |
|
|
2021
Q3 | $127K | Buy |
+402
| New | +$127K | 0.06% | 133 |
|