Baldwin Wealth Partners’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,200
| Closed | -$25K | – | 830 |
|
|
2022
Q3 | $25K | Hold |
1,200
| – | – | ﹤0.01% | 428 |
|
|
2022
Q2 | $38K | Hold |
1,200
| – | – | ﹤0.01% | 387 |
|
|
2022
Q1 | $131K | Hold |
1,200
| – | – | 0.01% | 248 |
|
|
2021
Q4 | $182K | Hold |
1,200
| – | – | 0.02% | 212 |
|
|
2021
Q3 | $380K | Hold |
1,200
| – | – | 0.04% | 142 |
|
|
2021
Q2 | $150K | Buy |
1,200
+700
| +140% | +$87.5K | 0.02% | 228 |
|
|
2021
Q1 | $64K | Buy |
+500
| New | +$64K | 0.01% | 317 |
|