Bedel Financial Consulting’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-278	Closed	-$30K	–	861
2022 Q1	$30K	Buy	278 +14	+5%	+$1.51K	0.01%	487
2021 Q4	$40K	Buy	264 +14	+6%	+$2.12K	0.01%	438
2021 Q3	$79K	Buy	250 +100	+67%	+$31.6K	0.03%	310
2021 Q2	$19K	Buy	+150	New	+$19K	0.01%	571