BerganKDV Wealth Management’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5	Closed	-$1K	–	1104
2021 Q4	$1K	Buy	5 +2	+67%	+$400	﹤0.01%	1021
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	1006
2021 Q2	$0	Buy	+3	New	–	﹤0.01%	1013