AWM
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Axxcess Wealth Management’s Upstart Holdings UPST Stock Holding History

Axxcess Wealth Management’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,867
Closed -$313K – 666
2022
Q1 		$313K Buy
+2,867
New +$313K 0.02% 459