Blue Bell Private 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 Q3	–	Sell	-58	Closed	-$2K	–	839
2022 Q2	$2K	Sell	58 -13	-18%	-$448	﹤0.01%	652
2022 Q1	$8K	Buy	71 +48	+209%	+$5.41K	﹤0.01%	469
2021 Q4	$3K	Buy	+23	New	+$3K	﹤0.01%	632