Baird Financial Group’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 |
-9,416
| Closed | -$298K | – | 1843 |
|
|
2022
Q2 | $298K | Buy |
9,416
+2,813
| +43% | +$89K | ﹤0.01% | 1560 |
|
|
2022
Q1 | $720K | Buy |
+6,603
| New | +$720K | ﹤0.01% | 1283 |
|
|
2021
Q3 | – | Sell |
-6,286
| Closed | -$785K | – | 1928 |
|
|
2021
Q2 | $785K | Buy |
+6,286
| New | +$785K | ﹤0.01% | 1271 |
|