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Bellwether Advisors’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-800
| Closed | -$12.7K | – | 446 |
|
|
2023
Q1 | $12.7K | Hold |
800
| – | – | ﹤0.01% | 261 |
|
|
2022
Q4 | $10.6K | Hold |
800
| – | – | ﹤0.01% | 266 |
|
|
2022
Q3 | $16K | Sell |
800
-2
| -0.2% | -$40 | 0.01% | 234 |
|
|
2022
Q2 | $25K | Buy |
802
+800
| +40,000% | +$24.9K | 0.01% | 205 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 634 |
|