B. Riley 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
Q3 | – | Sell |
-14,973
| Closed | -$474K | – | 1533 |
|
|
2022
Q2 | $474K | Sell |
14,973
-10,882
| -42% | -$344K | 0.02% | 681 |
|
|
2022
Q1 | $2.82M | Buy |
25,855
+17,396
| +206% | +$1.9M | 0.09% | 230 |
|
|
2021
Q4 | $1.28M | Sell |
8,459
-1,209
| -13% | -$183K | 0.04% | 456 |
|
|
2021
Q3 | $3.06M | Buy |
9,668
+6,153
| +175% | +$1.95M | 0.1% | 246 |
|
|
2021
Q2 | $440K | Buy |
+3,515
| New | +$440K | 0.01% | 828 |
|